Case Study: ProFin achieves time savings and scalable operational efficiency with International Private Banking Systems' IPBS investment management solution

ProFin saves time with scalable IPBS investment management solution

ProFin, a Haiti-based financial institution and the first licensed investment manager in the country, needed a secure, scalable platform to launch investment and portfolio management services while meeting KYC/AML and international reporting requirements. After evaluating options, ProFin selected International Private Banking Systems and its modular IPBS private banking and wealth management solution — deploying the IPBS/Investment Management and IPBS/Business Manager (KYC/AML) modules — to automate back-office processing and ensure regulatory compliance.

International Private Banking Systems implemented the solution with an on-site technical team, configuring and training ProFin staff and integrating automated accounting for every securities trade plus KYC/AML onboarding and FATCA/CRS support. The deployment delivered rapid go‑live, significant time savings through high levels of automation, reduced operational error risk, and freed staff to focus on client service, while providing a stable, scalable platform ProFin can extend as it grows.

ProFin

Stephane Jarbath

Head of Operations