Finlens

Banque Bonhôte Streamlines Factsheet Production with Finlens

Banque Bonhôte adopted Finlens to automate factsheet production and unify fund presentations. Replacing manual processes, the platform ensures consistent data, saves time, and equips Relationship Managers with interactive, branded tools, enhancing both efficiency and client engagement.
Jul 2, 2025
Guillaume Bourquenoud
CEO

Banque Bonhôte & Cie SA adopted Finlens, Alquant’s digital investment platform, to modernize its factsheet production and enhance fund presentations. The goal was to automate manual processes, ensure consistent data across all channels, and improve the client experience through interactivity.

Challenge: Manual processes and disconnected content

Factsheet and website updates were previously handled manually, requiring significant time and creating risks of inconsistencies. Relationship Managers (RMs) relied on static documents that lacked flexibility for client discussions.

Solution: Finlens Implementation for automation and consistency

With Finlens, Bonhôte implemented a centralized system that:

• automates data integration and synchronizes updates across PDFs and web pages

• assigns role-based editing rights to relevant teams

• equips RMs with an interactive, branded interface to present fund data

• maintains full alignment with the bank’s visual identity

Results: Improved efficiency and client interaction

The process is now largely automated, saving time and reducing errors. Fund presentations are more dynamic and tailored to clients. This collaboration demonstrates how a digital platform can improve operational efficiency and client engagement.

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