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Digitization in Financial Services: Silex and Nexell pitching in for success


Blog Silex Nexell Success Story Salesforce interview July2021 FINAL wo title


Salesforce, Silex and Nexell are teaming up to climb new digital heights in the Swiss Financial Services industry!



We were very pleased to be interviewed by Salesforce to talk about new summits we have been climbing in the Financial Services industry, together with our valued customer Silex.

What an inspiring interview of José Muñoz, Chief Digital Officer at Silex and David Derrier, Head of Operations at Nexell, both sharing their individual point of view how digitalization leads to success in the Financial Services industry.

They discussed how digitization and specifically Salesforce helps Silex on their way to even more success in this highly regulated market.
Listen in! And also find out about the secret sauce of Nexell to deliver successful projects and bring maximal ROI to customers through their digital journey.



Silex kicked off a Salesforce project with Nexell in January 2021 to centralize and streamline sales activities between the different teams spread over Europe. The main objective was to deploy a first phase within a couple of months to bring added value through improved collaboration and maximized impact.

Silex is an independent investment group that provides solutions across asset classes. Its mission is to support wealth managers at every step of the investment process, by combining human convictions with proprietary technology. Silex’s SPARK platform allows managing clients’ portfolios optimally and efficiently.

Silex, an international player in the Financial Services industry, based in Switzerland: https://www.silex-partners.com/


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