Core banking software for private banks.
Private banking operations connect client relationships, cash, investments and lending. Quantum Core brings these domains together in a platform developed in Geneva, with a functional scope spanning client lifecycle, multi-currency accounts, payments, securities, portfolios and accounting.
Follow the operating chain.
A useful evaluation starts with your bank's daily operating chain: who can authorise an action, how it changes the financial record, and how staff explain the outcome to the client. Three representative walkthroughs can turn a broad product discussion into an assessment of your operating requirements.
Follow the client relationship into an authorised operation
Explore client workflows for individuals, companies, families and groups, including beneficial owners and ownership structures, due diligence and risk profiles, documents, tax residence, mandates and authorised signatories. Include configurable approval flows and granular permissions in your review.
For a demonstration, use a fictional family relationship with an individual client, a company and several authorised signatories. Follow onboarding, document review and mandate changes into an account operation. Establish which roles can create, review and approve each step. Request evidence of how screening reviews and changes to authority remain traceable. This scenario helps assess whether relationship information provides operational context when a transaction reaches the approval stage.
Trace a payment through balances and accounting
The banking scope connects accounts, booking-date and value-date balances, movement detail, payments, FX, correspondent routing and integrated accounting. Include ISO 20022 transfers and SEPA and SWIFT payment workflows in the review, including approval circuits.
Evaluate a cross-currency payment with a future value date, fees and a required approval. Follow the request through quotation, authorisation, settlement tracking, account movements and journal entries. Then examine a rejected or interrupted case. Establish what the operator sees, how the status is explained and how the resulting financial record is reconciled. Confirm the payment connections, operating boundaries and exception handling available for your proposed scope.
Connect investment holdings with secured lending
Explore securities positions and valuation alongside Lombard credit, collateral eligibility, haircuts and concentrations, loan disbursement and servicing.
Use a fictional portfolio containing cash, equities and fixed income as the basis for a secured lending walkthrough. Compare eligible collateral with the requested facility, then introduce a change in portfolio value. Examine the assessment, approval responsibilities, account effects and reporting evidence. Include a repayment or prepayment so the review covers servicing as well as origination. Establish which lending and collateral processes are demonstrable today and which require further configuration or development.
Agree what the evaluation must prove.
Explore a launch-partner evaluation. Before agreeing a pilot, establish its scope, acceptance criteria, delivery responsibilities and dependencies. Request a private demonstration using your own representative scenarios, with explicit confirmation of current functionality, pilot scope and roadmap items. Contact Quantum Core to arrange that evaluation.