Success story: Cobas and Easy Transfer

About this video

Your client has already decided to invest with you, but between that decision and the transfer an obstacle appears: gathering the data from their other institution. That was the case at Cobas. To transfer a fund or a pension plan, the investor had to find codes, check positions and copy information that every institution presents differently. The client lost momentum, and errors appeared along with hours of administrative work to fix them.

With Easy Transfer by Wealthreader, the process changes. From the Cobas private area, the client selects their bank, identifies themselves and authorizes the query. Once access is completed, in 7 seconds Cobas receives the identifiers, the ownership and the position data needed to prepare the request. The client sees their investments, chooses which ones to transfer and confirms, without gathering or retyping any data.

Since the collaboration began, Cobas has transferred more than 100 million euros using this system. The video is relevant for asset managers, banks and investment platforms that want to make it easier to bring in assets and reduce the manual work behind each transfer request.