Case Study: Union Bancaire Privée achieves faster, more secure decision-making with Sherpany

Union Bancaire Privée 4 years of meetings using Sherpany

Union Bancaire Privée (UBP), one of Switzerland’s leading wealth and asset management banks, faced cumbersome, paper-heavy leadership meetings that slowed decision-making and risked inefficient processes. To replace printed dossiers and improve meeting productivity while keeping data in Switzerland, UBP chose Sherpany in 2016 to support Board, Board sub-committee and Executive Committee meetings.

Sherpany’s secure meeting-management platform, hosted in Swiss data centres and compliant with ISO 27001, ISAE 3000, GDPR and FINMA requirements, was rolled out across UBP’s leadership teams. The solution delivered faster information distribution, auditable records, better engagement and stronger alignment across executives — and tangible uptake: Sherpany users at UBP rose from 19 to 57 within the organisation, supporting streamlined decisions and business continuity during remote working.

Union Bancaire Privée

Claudio Rollini

Corporate Secretary and Senior Managing Director