{"id":33022,"date":"2025-07-09T12:03:03","date_gmt":"2025-07-09T10:03:03","guid":{"rendered":"https:\/\/stage2.convotis.com\/es\/?p=33022"},"modified":"2025-08-10T12:01:24","modified_gmt":"2025-08-10T10:01:24","slug":"customer-story-ubs-credit-suisse","status":"publish","type":"post","link":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/","title":{"rendered":"UBS &#038; Credit Suisse"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"33022\" class=\"elementor elementor-33022\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-68a133b7 e-flex e-con-boxed e-con e-parent\" data-id=\"68a133b7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2e72cbd2 e-flex e-con-boxed e-con e-child\" data-id=\"2e72cbd2\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-551d0ba9 elementor-widget elementor-widget-heading\" data-id=\"551d0ba9\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\"><strong>UBS &amp; Credit Suisse<\/strong><br>Automated Fee Management Platform for Financial Institutions<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7f988538 e-con-full e-flex e-con e-child\" data-id=\"7f988538\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;background_motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;background_motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;background_motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;,&quot;tablet&quot;],&quot;background_motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]},&quot;background_motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}}}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-23d44593 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"23d44593\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-5d006e07 e-con-full e-flex e-con e-child\" data-id=\"5d006e07\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-396b3cb4 elementor-widget elementor-widget-image\" data-id=\"396b3cb4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"173\" src=\"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/UBS-Credit-Suisse-1-300x173.png\" class=\"attachment-medium size-medium wp-image-33018\" alt=\"\" srcset=\"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/UBS-Credit-Suisse-1-300x173.png 300w, https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/UBS-Credit-Suisse-1.png 520w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-450f848d elementor-widget elementor-widget-text-editor\" data-id=\"450f848d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Industry: <\/strong>Finance &amp; Tax<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7d9c39d9 e-con-full e-flex e-con e-child\" data-id=\"7d9c39d9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-49bea17b elementor-widget elementor-widget-heading\" data-id=\"49bea17b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Credit Suisse, now part of the UBS Group, served private and institutional clients with a strong focus on asset and fund services. <\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-29ee435b elementor-widget elementor-widget-text-editor\" data-id=\"29ee435b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>In response to growing regulatory demands, financial institutions require solutions that automate fee management across mandates, partners, and product structures. A centralized and rules-based platform was implemented to ensure accurate processing of management and performance fees\u2014supporting compliance, transparency, and operational efficiency.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3420c045 e-flex e-con-boxed e-con e-parent\" data-id=\"3420c045\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2435f62b e-con-full e-flex e-con e-child\" data-id=\"2435f62b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-6dd14a2c e-con-full e-flex e-con e-child\" data-id=\"6dd14a2c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-792cc202 e-con-full e-flex e-con e-child\" data-id=\"792cc202\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5206382 e-con-full e-flex e-con e-child\" data-id=\"5206382\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-36f3da1d e-con-full e-flex e-con e-child\" data-id=\"36f3da1d\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-7e600f26 e-con-full e-flex e-con e-child\" data-id=\"7e600f26\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-61d03731 elementor-widget elementor-widget-heading\" data-id=\"61d03731\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Status quo<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-544374cb e-con-full e-flex e-con e-child\" data-id=\"544374cb\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2e51fc7d e-con-full e-flex e-con e-child\" data-id=\"2e51fc7d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-26c86e8a icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"26c86e8a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-eye-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-446c950e elementor-widget elementor-widget-text-editor\" data-id=\"446c950e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>Asset managers and fund providers face the challenge of handling complex fee structures across diverse mandates and channels.<\/strong><\/p><p>Manual calculations of performance and trailer fees are error-prone and inefficient. Regulatory compliance (e.g. MiFID II) requires audit-ready documentation and precise processing\u2014yet many systems lack transparency and standardization in fee workflows.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7c9459fa e-con-full e-flex e-con e-child\" data-id=\"7c9459fa\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-beace4b e-con-full e-flex e-con e-child\" data-id=\"beace4b\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-573d0045 e-con-full e-flex e-con e-child\" data-id=\"573d0045\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-116a8d19 elementor-widget elementor-widget-heading\" data-id=\"116a8d19\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The challenge<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3d3b2822 e-con-full e-flex e-con e-child\" data-id=\"3d3b2822\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-59452964 e-con-full e-flex e-con e-child\" data-id=\"59452964\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-680ad487 icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"680ad487\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-flag-banner-fold-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-410f9c3b elementor-widget elementor-widget-text-editor\" data-id=\"410f9c3b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>A rules-based solution was required to calculate and process management, trailer, and performance fees accurately\u2014across different asset classes, partners, and sales channels.<\/strong><\/p><p>The system needed to support contract-based revenue logic, integrate with centralized data warehouses, and provide audit-ready compliance reporting. Flexibility in Transfer Pricing, modular Post-Processing, and full lifecycle transparency were critical for meeting both operational and regulatory demands.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-18b6e234 e-con-full e-flex e-con e-child\" data-id=\"18b6e234\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-63acd5b8 e-con-full e-flex e-con e-child\" data-id=\"63acd5b8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-71dc6237 e-con-full e-flex e-con e-child\" data-id=\"71dc6237\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-102ef79e elementor-widget elementor-widget-heading\" data-id=\"102ef79e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The solution<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-79678310 e-con-full e-flex e-con e-child\" data-id=\"79678310\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-52b1aea0 e-con-full e-flex e-con e-child\" data-id=\"52b1aea0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-55ccf273 icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"55ccf273\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-lightbulb-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-32168896 elementor-widget elementor-widget-text-editor\" data-id=\"32168896\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>A scalable, rules-based fee management system was implemented with modules for calculation, payment, and reporting.<\/strong><\/p><p>The platform consolidates financial data across mandates and automates the processing of revenue and cost-sharing models. Management and performance fees are calculated per partner and channel. Integrated compliance checks and audit trails ensure transparency. Payment scheduling and reporting modules complete the fee lifecycle seamlessly.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-18d032bd e-con-full e-flex e-con e-child\" data-id=\"18d032bd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-4a8bd294 e-con-full e-flex e-con e-child\" data-id=\"4a8bd294\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-1d83da33 e-con-full e-flex e-con e-child\" data-id=\"1d83da33\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2c37f7f elementor-widget elementor-widget-heading\" data-id=\"2c37f7f\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">The result<\/h3>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5211242f e-con-full e-flex e-con e-child\" data-id=\"5211242f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5dd924ff e-con-full e-flex e-con e-child\" data-id=\"5dd924ff\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;],&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-490026ac icon-container elementor-view-default elementor-widget elementor-widget-icon\" data-id=\"490026ac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-wrapper\">\n\t\t\t<div class=\"elementor-icon\">\n\t\t\t<i aria-hidden=\"true\" class=\"icon icon-check-thin\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-24548db6 elementor-widget elementor-widget-text-editor\" data-id=\"24548db6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p><strong>The platform automates complex fee management workflows, significantly reduces manual effort, and increases accuracy.<\/strong><\/p><p>It improves regulatory readiness through integrated compliance checks and transparent audit trails. Clients benefit from reduced error rates, faster reporting cycles, and greater control over revenue and cost-sharing models. Operational risks in the end-to-end fee lifecycle are significantly minimized.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-48124029 e-con-full e-flex e-con e-child\" data-id=\"48124029\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-2ebffb64 e-con-full e-flex e-con e-child\" data-id=\"2ebffb64\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5f37e4f8 e-con-full elementor-hidden-mobile e-flex e-con e-child\" data-id=\"5f37e4f8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-15eeb9a4 section e-flex e-con-boxed e-con e-parent\" data-id=\"15eeb9a4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-41f1add e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"41f1add\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3e44a519 e-con-full e-flex e-con e-child\" data-id=\"3e44a519\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-406b7b70 elementor-widget elementor-widget-heading\" data-id=\"406b7b70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><strong>Technical<\/strong><br>\nHighlights<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c41cd0d elementor-widget elementor-widget-text-editor\" data-id=\"6c41cd0d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Even complex projects can be summarised in clear technical terms. Key figures and distinctive features provide insight into the concrete implementation \u2013 measurable, tangible, and transparent.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3fd53fd e-con-full e-flex e-con e-child\" data-id=\"3fd53fd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ee603e4 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"ee603e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Rules-based calculation of performance and trailer fees<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Centralized mandate data warehouse<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Integrated compliance validations (e.g. MiFID II)<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Post-processing modules for invoicing and booking<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Scalable and audit-proof data structure<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Configurable Transfer Pricing logic<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-cfed4e8 e-flex e-con-boxed e-con e-parent\" data-id=\"cfed4e8\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2c610fc e-flex e-con-boxed e-con e-child\" data-id=\"2c610fc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-5e88cf7 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"5e88cf7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:51}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;,&quot;tablet&quot;],&quot;animation&quot;:&quot;fadeIn&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:4,&quot;sizes&quot;:[]}}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-23d168a elementor-widget elementor-widget-text-editor\" data-id=\"23d168a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>The solution automates fee management across mandates and partners, improves compliance transparency, and reduces operational risk. Reporting, invoicing, and control processes are now faster, more accurate, and better aligned with regulatory requirements.<\/p><p>\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1cd9490a section e-flex e-con-boxed e-con e-parent\" data-id=\"1cd9490a\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-c1f65c7 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"c1f65c7\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-33b2821 e-con-full e-flex e-con e-child\" data-id=\"33b2821\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-69240f3 elementor-widget elementor-widget-heading\" data-id=\"69240f3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\"><strong>Your IT Transformation starts here.<\/strong><br>\nLet\u2019s talk about your goals.<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d7c3871 elementor-widget elementor-widget-text-editor\" data-id=\"d7c3871\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>You\u2019ve seen our success stories \u2013 now let\u2019s plan your IT transformation together. Whether you are at the beginning of your digital journey or ready for the next step, our experts are here to support you.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-beb8b20 elementor-widget elementor-widget-convotis-bootstrap-button\" data-id=\"beb8b20\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"convotis-bootstrap-button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<a href=\"https:\/\/www.convotis.com\/es\/en\/contact\/\" target=\"_blank\" class=\"btn btn-primary\">Plan next steps<\/a>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8ad937c e-con-full e-flex e-con e-child\" data-id=\"8ad937c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-806c1f6 elementor-widget elementor-widget-convotis-image-box\" data-id=\"806c1f6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;laptop&quot;,&quot;tablet&quot;],&quot;_animation&quot;:&quot;none&quot;,&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:50}},&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]}}\" data-widget_type=\"convotis-image-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t        <div class=\"image-box border-bottom-left\" style=\"max-width: auto;\">\r\n            <div class=\"image-wrapper has-img-bg\" data-background-url=\"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/2025\/05\/Get-in-Touch-with-CONVOTIS.png\">\r\n                            <\/div>\r\n        <\/div>\r\n        \t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>A rules-based platform for automated fee management was introduced for financial institutions. The solution calculates trailer and performance fees, integrates compliance and reporting.<\/p>\n","protected":false},"author":7,"featured_media":35918,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[551,367],"tags":[],"class_list":["post-33022","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-stories-en","category-digital-transformation-en"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>UBS &amp; Credit Suisse Fee Management Platform<\/title>\n<meta name=\"description\" content=\"Automated, rules-based fee platform with compliance and reporting for UBS &amp; Credit Suisse \u2013 efficient and transparent.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"UBS &amp; Credit Suisse Fee Management Platform\" \/>\n<meta property=\"og:description\" content=\"Automated, rules-based fee platform with compliance and reporting for UBS &amp; Credit Suisse \u2013 efficient and transparent.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/\" \/>\n<meta property=\"og:site_name\" content=\"CONVOTIS Iberia\" \/>\n<meta property=\"article:published_time\" content=\"2025-07-09T10:03:03+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-10T10:01:24+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Finance-Tax.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1090\" \/>\n\t<meta property=\"og:image:height\" content=\"670\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"elianamoldovanska\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"elianamoldovanska\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/\"},\"author\":{\"name\":\"elianamoldovanska\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#\\\/schema\\\/person\\\/43069367f8f43b4689f544f0d1e798af\"},\"headline\":\"UBS &#038; Credit Suisse\",\"datePublished\":\"2025-07-09T10:03:03+00:00\",\"dateModified\":\"2025-08-10T10:01:24+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/\"},\"wordCount\":456,\"publisher\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/07\\\/Finance-Tax.png\",\"articleSection\":[\"Customer Stories\",\"Digital Transformation\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/\",\"url\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/\",\"name\":\"UBS & Credit Suisse Fee Management Platform\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/07\\\/Finance-Tax.png\",\"datePublished\":\"2025-07-09T10:03:03+00:00\",\"dateModified\":\"2025-08-10T10:01:24+00:00\",\"description\":\"Automated, rules-based fee platform with compliance and reporting for UBS & Credit Suisse \u2013 efficient and transparent.\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/en\\\/news\\\/customer-story-ubs-credit-suisse\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/07\\\/Finance-Tax.png\",\"contentUrl\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/07\\\/Finance-Tax.png\",\"width\":1090,\"height\":670},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#website\",\"url\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/\",\"name\":\"CONVOTIS\",\"description\":\"For Europe&#039;s digital future.\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#organization\",\"name\":\"CONVOTIS\",\"url\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/08\\\/Convotis_blue_cmyk300dpi-scaled.png\",\"contentUrl\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/wp-content\\\/uploads\\\/sites\\\/3\\\/2025\\\/08\\\/Convotis_blue_cmyk300dpi-scaled.png\",\"width\":2560,\"height\":411,\"caption\":\"CONVOTIS\"},\"image\":{\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.linkedin.com\\\/company\\\/convotis-gmbh\\\/\"]},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.convotis.com\\\/es\\\/#\\\/schema\\\/person\\\/43069367f8f43b4689f544f0d1e798af\",\"name\":\"elianamoldovanska\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/dcc0c0bd213565a66bfb488266616c3e473f54a3fdd5c34226d23758988c7924?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/dcc0c0bd213565a66bfb488266616c3e473f54a3fdd5c34226d23758988c7924?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/dcc0c0bd213565a66bfb488266616c3e473f54a3fdd5c34226d23758988c7924?s=96&d=mm&r=g\",\"caption\":\"elianamoldovanska\"},\"sameAs\":[\"https:\\\/\\\/www.convotis.com\\\/\"]}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"UBS & Credit Suisse Fee Management Platform","description":"Automated, rules-based fee platform with compliance and reporting for UBS & Credit Suisse \u2013 efficient and transparent.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/","og_locale":"en_US","og_type":"article","og_title":"UBS & Credit Suisse Fee Management Platform","og_description":"Automated, rules-based fee platform with compliance and reporting for UBS & Credit Suisse \u2013 efficient and transparent.","og_url":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/","og_site_name":"CONVOTIS Iberia","article_published_time":"2025-07-09T10:03:03+00:00","article_modified_time":"2025-08-10T10:01:24+00:00","og_image":[{"width":1090,"height":670,"url":"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Finance-Tax.png","type":"image\/png"}],"author":"elianamoldovanska","twitter_card":"summary_large_image","twitter_misc":{"Written by":"elianamoldovanska","Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/#article","isPartOf":{"@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/"},"author":{"name":"elianamoldovanska","@id":"https:\/\/www.convotis.com\/es\/#\/schema\/person\/43069367f8f43b4689f544f0d1e798af"},"headline":"UBS &#038; Credit Suisse","datePublished":"2025-07-09T10:03:03+00:00","dateModified":"2025-08-10T10:01:24+00:00","mainEntityOfPage":{"@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/"},"wordCount":456,"publisher":{"@id":"https:\/\/www.convotis.com\/es\/#organization"},"image":{"@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/#primaryimage"},"thumbnailUrl":"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Finance-Tax.png","articleSection":["Customer Stories","Digital Transformation"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/","url":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/","name":"UBS & Credit Suisse Fee Management Platform","isPartOf":{"@id":"https:\/\/www.convotis.com\/es\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/#primaryimage"},"image":{"@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/#primaryimage"},"thumbnailUrl":"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Finance-Tax.png","datePublished":"2025-07-09T10:03:03+00:00","dateModified":"2025-08-10T10:01:24+00:00","description":"Automated, rules-based fee platform with compliance and reporting for UBS & Credit Suisse \u2013 efficient and transparent.","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.convotis.com\/es\/en\/news\/customer-story-ubs-credit-suisse\/#primaryimage","url":"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Finance-Tax.png","contentUrl":"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/07\/Finance-Tax.png","width":1090,"height":670},{"@type":"WebSite","@id":"https:\/\/www.convotis.com\/es\/#website","url":"https:\/\/www.convotis.com\/es\/","name":"CONVOTIS","description":"For Europe&#039;s digital future.","publisher":{"@id":"https:\/\/www.convotis.com\/es\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.convotis.com\/es\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.convotis.com\/es\/#organization","name":"CONVOTIS","url":"https:\/\/www.convotis.com\/es\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.convotis.com\/es\/#\/schema\/logo\/image\/","url":"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/08\/Convotis_blue_cmyk300dpi-scaled.png","contentUrl":"https:\/\/www.convotis.com\/es\/wp-content\/uploads\/sites\/3\/2025\/08\/Convotis_blue_cmyk300dpi-scaled.png","width":2560,"height":411,"caption":"CONVOTIS"},"image":{"@id":"https:\/\/www.convotis.com\/es\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.linkedin.com\/company\/convotis-gmbh\/"]},{"@type":"Person","@id":"https:\/\/www.convotis.com\/es\/#\/schema\/person\/43069367f8f43b4689f544f0d1e798af","name":"elianamoldovanska","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/dcc0c0bd213565a66bfb488266616c3e473f54a3fdd5c34226d23758988c7924?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/dcc0c0bd213565a66bfb488266616c3e473f54a3fdd5c34226d23758988c7924?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/dcc0c0bd213565a66bfb488266616c3e473f54a3fdd5c34226d23758988c7924?s=96&d=mm&r=g","caption":"elianamoldovanska"},"sameAs":["https:\/\/www.convotis.com\/"]}]}},"_links":{"self":[{"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/posts\/33022","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/comments?post=33022"}],"version-history":[{"count":23,"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/posts\/33022\/revisions"}],"predecessor-version":[{"id":41998,"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/posts\/33022\/revisions\/41998"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/media\/35918"}],"wp:attachment":[{"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/media?parent=33022"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/categories?post=33022"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.convotis.com\/es\/wp-json\/wp\/v2\/tags?post=33022"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}