International Private Banking Systems
6 Case Studies
A International Private Banking Systems Case Study
Dartley Bank and Trust, a Nassau-based private bank founded in 1992, needed to consolidate multiple legacy systems to administer accounts, record keeping, real-time transaction management, traditional banking functions, and regulatory reporting. After evaluating options, Dartley selected the IPBS system from International Private Banking Systems to meet current needs and scale for future growth.
International Private Banking Systems implemented the IPBS system used daily by five staff to manage investments, process transactions in real time, and automatically update accounting records and positions. IPBS also provides powerful reporting, local expert support, quarterly-tested disaster recovery with data backup and environment replication at IPBS headquarters, resulting in improved back-office efficiency, faster client reporting, effective portfolio management, rapid disaster recovery and a future-proof solution for Dartley.
William E. Whitaker
Managing Director