Case Study: LGT Group achieves regulatory-to-profit transformation and increased business & IT efficiency with ACTICO Rules

How LGT turns regulation into advantage. More efficiency in Business & IT

LGT Group, the family-owned private banking and asset management group with CHF 200+ billion AUM, faced rising regulatory pressure (notably MiFID II), opaque, manual consulting processes and growing IT complexity that ate into relationship managers’ time and bank margins. To address this, LGT selected ACTICO and its technology — notably ACTICO Rules (Modeler and Execution Server) and ACTICO’s Compliance Suite — to centralize rules and enable executable, transparent regulatory logic.

ACTICO implemented a centralized Business Rules Management platform integrated with LGT’s case management and core banking systems, enabling guided client processes, faster regulatory roll-outs and reuse of AML/KYC and monitoring functionality. The deployment delivered measurable operational gains: unit testing and automated documentation improved code quality and reduced IT effort, centralization cut redundancies and risk, and relationship managers gained more advisory time—resulting in higher customer satisfaction and greater efficiency using ACTICO.

LGT Group

Philip Schädler

Head of Development Compliance & Business Rules