Credit Suisse Risk Organization Strategic Goals and Performance
Digital business platform initiatives have already produced
tangible results, and will be further scaled to drive growth
Good starting position...
35
Flagship CSX digital franchise
Targeting retail affluent clients
■ >150k clients and CHF >1.8 bn balances
Integrating core banking, investing, pensions, financing and third-party services
Award-winning securities and execution platforms¹
Award-winning Advanced Execution Services platform
■ Market leading technology enabled ABS whole loan trading platform
Award-winning Sphere Equity Derivatives platform for institutional clients
■ Execution factory providing IB services to sophisticated WM clients
Leading Digital Private Bank
Integrating investment offering with our research and House View
■ Product shelf with client / product risk profiling, recommendations engine &
compliance controls
Leveraging institutional grade IB content, product manufacturing
and risk management capabilities
...building further digital business
Continued client growth, expected to reach >200k clients by the end of 2022
Extend digital offerings to business and private clients
Develop ecosystem platform with customizable service model for Affluent / Wealth
as a Service and Open Banking infrastructure
Continued improvement of execution through advanced low-latency algorithms
Digital Whole Loan Participation platform expected to double to USD 2 bn in 2022
Strong client support with awards in 2019-211 and continued offering expansion
250+ Swiss-booked clients onboarded to scalable cross-asset eTrading platform
Extend direct-to-client advisory offerings globally in alignment with House View
Augment cross-asset product distribution and execution services for WM clients
■ Increase client facing time for RMs through process simplification and automation
Standardize international booking platforms and financing solutions
Build-out cloud-native Wealth as a Service offering with partners
Footnotes are an integral part of this presentation. See slides 62-67 in the appendix of this presentation for detailed information, including
important presentation and other information relating to non-GAAP financial measures, and defined terms.
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