Services & Products Beyond Transaction Banking

Beyond Transaction Banking

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We offer you innovative solutions beyond transaction banking. The offering includes Product Risk Classification, Regulatory Golden Source and Portfolio Advisory Service.

  • Product Risk Classification

    We offer comprehensive support for the investment suitability process in private banking. Product Risk Classification (PRC) enables clients to improve the quality of their advice.

  • Regulatory Golden Source

    We offer a customizable tool to help clients master regulatory complexity. The Regulatory Golden Source (RGS) tool exclusively covers over 120 Swiss national and international regulations and enables clients to stay up to date on regulations affecting their businesses.

  • Portfolio Advisory Service

    The Portfolio Advisory Service (PAS) supports wealth managers in every step of the investment process. PAS strengthens and complements in-house resources with Credit Suisse’s world-class investment capabilities.