UniCreditBank

Introduction to cooperation

CTS is the primary system for investment services in the retail and private banking segment and the system for managing investment questionnaires. Unicredit CZ & SK also uses CTS as its primary Treasury system for conducting transactions on the XETRA interface for retail and private banking clients and for settling transactions with the Prague Central Securities Depository

CTS systematically supports Unicredit’s efforts to provide investments in a variety of mutual funds, own issues, tailor-made certificates or foreign securities. The CTS system also supports MiFID II / MiFIR requirements including the new investment questionnaire, automatic evaluation of investment adequacy and suitability, and providing background information, such as for the purpose of APA reporting. In addition to head office, CTS also manages branches through its user-friendly web interface.

We’ve collaborated with CTS TRADE IT since 2016. Over this time, the CTS system has become the core platform for trading investment products for the bank’s retail and private segment clients. In addition to the high reliability of the system itself, I appreciate the proactive and fair approach taken by our vendor, who completes individual deliveries on-time and at the necessary level of quality.

Read our case study
CTS implementation at Slovenská sporiteľňa

CTS implementation resulted in a reduction in operating costs for the treasury department thanks to higher quality IT support for securities trading processes on both domestic and foreign stock exchanges and a more effective connection to the central securities depository in Slovakia, including direct support for the sales of treasury products in the bank’s branch network