M365-based ICS Solution for Swiss Banks

Compliance

Efficient compliance made easy

Our solution, specifically developed for Swiss banks, combines the power of M365 with a fully integrated Internal Control System (ICS) featuring audit-proof task tracking. This ready-to-use solution enables banks to efficiently plan, execute, and monitor tasks – fully compliant with FINMA regulations.

The new, easy-to-use solution was developed in collaboration with Swiss companies and offers a comprehensive toolset for efficient and structured employee onboarding and general task management throughout the entire lifecycle up to offboarding. Our employee onboarding tool leverages the versatility and integration of the Power Platform to modernize, optimize, and automate workflows wherever possible.

Key features and benefits

Automated task tracking

Always keep an overview of all assigned tasks, deadlines, and progress.

Seamless integration

Built on M365, the solution integrates effortlessly with existing tools such as Teams and SharePoint.

Real-time compliance monitoring

Meet FINMA requirements with automated processes and transparent evidence management.

User-friendly dashboard

Intuitive dashboards provide instant insights into the status of controls and tasks.

Collaboration and security

Work efficiently as a team with the assurance that your data is protected and handled in compliance with regulations. Only authorized individuals have access to the data (need-to-know principle).

Extensibility

The system is fully based on M365 and the Microsoft Power Platform. The base package includes the master ICS template, and additional templates such as contract management can be added later.

Secure operation

The solution can run entirely within your own SharePoint Online / M365 environment, ensuring full compliance and independence.

Who is it for

Who is the solution for?

The solution is designed specifically for smaller banks and external asset managers (EVVs) that want to handle the challenges of FINMA-compliant task tracking efficiently and cost-effectively.

By implementing our smart ICS solution, banks can achieve significant time savings. Automated processes and audit-proof task tracking allow employees to focus less on administrative work and more on strategic activities. Studies show that automating control processes and using real-time dashboards can reduce time spent on compliance tasks by up to 30%. This not only saves resources but also minimizes manual errors and creates room for innovation and growth.

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Your partner

Your partner for compliance and efficiency

With our solution, you not only meet regulatory requirements but also optimize your internal processes. Save time, reduce manual errors, and establish a foundation for sustainable success.

 

isolutions is a leading provider of innovative software solutions focused on boosting productivity and efficiency in the banking sector. With over two decades of experience developing and implementing tailored solutions for the financial industry, isolutions understands the unique challenges banks face. Leveraging deep expertise in Microsoft technologies such as the Power Platform and SharePoint, isolutions delivers solutions that integrate seamlessly into existing systems while meeting the highest security and compliance standards. Particularly noteworthy is isolutions’ ability to automate processes, making a key contribution to the digital transformation of banks. Clients benefit from a holistic approach that includes consulting, technical implementation, and long-term support – always with the goal of ensuring lasting success.

Install with a double click: start immediately with the blueprint template

Installation of the plugin is particularly user-friendly. If you already use M365, you’re ready to go. Thanks to seamless integration into your existing SharePoint Online / M365 environment, no complex configuration is required. The solution is ready to use immediately, allowing you to benefit from its functionality and efficiency right away.

Attractive pricing for the ICS template

For the specific ICS template, a one-time setup fee of CHF 5,000 applies. Annual packages for usage and support range between CHF 15,000 and 25,000, depending on the number of users.

CONTACT US NOW

Contact

Do not hesitate to contact me.

Christian Haller

Teil-Business Unit Lead T-BU Low Code

christian.haller@isolutions.ch
Christian Haller

Success Stories

These Customers use the Microsoft Power Platform

In recent years, we have been able to develop applications and automate solutions for a range of customers.

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V ZUG Logo
Swisstransplant Logo
AMAG Logo
SBB Logo
PWC Logo
Migros Logo
V ZUG Logo
Swisstransplant Logo
AMAG Logo
SBB Logo
PWC Logo
Migros Logo
V ZUG Logo
Swisstransplant Logo
AMAG Logo
SBB Logo
PWC Logo
Migros Logo