Thrilled to share that we and our partner KORTO will be at the WealthIN, July 10-11, 2024, at Kongresshaus Zurich! Looking forward to connect with you and explore opportunities together. Check out their website for more details: https://wealthin.ch/
Recap: SGVV’s First Conference for Qualified Managing Directors of Asset Managers
What an incredible day at SGVV’s conference in Zurich! Our CEO, Bernardin Katic, took center stage to introduce the game-changing record management system, KORTO, to a captivated audience. The energy and enthusiasm around the whole event were truly inspiring. Throughout the event, Bernardin Katic and Yves Kopp engaged in insightful discussions and answered questions, providing attendees with a deeper understanding of how KORTO is revolutionizing record management in the …
INNOVATE NOW CROATIA – Osijek Edition
A nationwide event dedicated to fostering innovation and nurturing entrepreneurial talent! 🌟 This incredible initiative is set to take place simultaneously in 4 vibrant Croatian cities: To inspire and cultivate groundbreaking ideas, paving the way for successful businesses. We are especially honored to share that our CEO, Bernardin Katic, was attending and delivered a thought-provoking lecture, enriching the event with his expertise …
NetWork 11 Conference
We are thrilled to share the outstanding success of our team at the Network11 conference. Our CEO Bernardin Katic, alongside our partners Adis Jugo and Mustafa Toroman, delivered groundbreaking lectures that captivated the audience and showcased our innovative technologies. 🚀 But it wasn’t just about professional achievements; it was a fantastic opportunity for team building! Nearly the entire Insa team was present, fostering collaboration, …
🕊️ Navigating Turbulence: Assessing Market Worries Amidst Israel-Hamas Conflict
In the midst of the ongoing Israel-Hamas conflict, our hearts go out to all the people affected in the region. At this challenging time, it is crucial to understand the potential ramifications this conflict might have on global markets. In the following article from Morningstar, the authors insightful analysis sheds light on the economic landscape amidst adversity, emphasizing the need …
The 10 Biggest Business Trends for 2024: Everyone must be ready for now
We came across this insightful Forbes article titled „The 10 Biggest Business Trends for 2024: Everyone must be ready for now“ and couldn’t wait to share it with you! The piece brilliantly highlights the upcoming trends shaping the business landscape in 2024. From cutting-edge technologies to innovative strategies, this article provides a comprehensive glimpse into the future of business. Check …
NT Conference in Slovenia
Our CEO Bernardin Katic had an amazing time speaking at the NT Konferenca in Portorose, Slovenia! Fantastic attendees, superb feedback, and some thought-provoking questions. He is grateful for the opportunity! Check out the event.
Business Automation
Are you currently spending too much time maintaining data in programs and doing administrative work? Time that you would rather spend with your customers? Insa Investment Software offers you a comprehensive and yet playfully simple solution. Thanks to our module Chronos, we offer you the possibility to automate recurring processes. Whether it’s monitoring maturing bonds, generating portfolio reports for your clients, …
Embracing the Power of Artificial Intelligence
Artificial Intelligence – A term that’s often met with excitement and apprehension, but let’s cut through the hype and focus on the real value it brings to the table. At INSA, we firmly believe that AI is not just a buzzword or a fleeting trend; it’s a long-term investment in improving our services, making our clients‘ lives easier, and driving …
Looking for a new PMS?
In today’s rapidly evolving financial landscape, choosing the right Portfolio Management System (PMS) is crucial for success. Our partner IGUV’s blog post provides invaluable insights and tips on how to navigate this important decision. Link to the blog post Of course, we could say: Just stay here and implement INSA. But we want you to find the best solution for your …
Introducing MARVEES
Introducing Marvees: your intelligent document assistant. Just imagine all the time and energy you’ll save with this game-changing tool. Discover more about Marvees and how it can revolutionize your work in our latest article.
Data Protection
The new Swiss data security law, which comes into force on September 1st 2023, can be a challenge! But our customers and their clients can rest assured knowing our team ensured that INSA, KORTO and MARVEES are fully compliant. In cooperation with the law firm Walder Wyss Ltd. in Zurich, all related documents were audited and revised. If you have any questions, …
Bernardin Katic – Microsoft Most Valuable Professional
Worldwide, there are only about 100 people who have received an award as Microsoft Most Valuable Professional in the field of artificial intelligence. We are very proud that our CEO Bernardin Katic is one of them. Link to Microsoft
KulenDayz 2023
Every year in September our Croatian team organizes an IT conference in Osijek. This year nearly the whole Swiss team attended it, too. For more info click here:https://kulendayz.com If you’re wondering, what Kulen is, just follow this link.
CollabDays Zagreb Conference 2023
Last week our CEO Bernardin Katic spoke at CollabDays Zagreb conference about artificial intelligence. It was a great opportunity and a fantastic audience! If you are interested in how AI can save you time and money in your daily business, contact us any time.
ISO 9001:2015 and ISO 27001:2013
We are delighted to have been awarded these ISO certificates as we worked hard on our procedures to ensure our products and services meet the needs of our customers. ISO 9001 is the international standard that specifies the requirements for a quality management system (QMS). This standard is based on a number of quality management principles including a strong customer …
Asset Manager; Number 17; 2023
We are so proud to announce that Korto is featured again in the latest IGUV Asset Manager. We also presented our latest development Marvees in this magazine… Link to the german edition. If you are interested in the englisch translation of the two articles, please, don’t hesitate to contact us at info[at]insa-software.com.
Seasons Greetings from the Insa Team 2023
During this season of giving, we’d like to give a big thanks to our clients. You make our days merry and bright all year round! Wishing you a peaceful, joyful holiday season and an even better year than the last! December 2022
Insa User Day 2022 – 15.06.2022
After a two years break we got together with our clients and „climbed“ the highest mountains with them. It was an exciting day for all of us and we wish to thank all attendees for their interest and valuable input.
Asset Manager, Number 15, 2022
We are so proud to be able to present Korto and INSA in the latest IGUV Asset Manager… Link to the german edition. If you are interested in the englisch translation of the two articles, please, don’t hesitate to contact us at info[at]insa-software.com.
New Insa Image Video
The new Insa Image Video is finally revealed. We are very proud of the result and like to hear your feedback. So how do you like it?
Season Greetings from Insa Team 2021
Best wishes for the Holidays, and for health and happiness throughout the coming year. December 2021
European Collab Summit, 29.11.-01.12.2021
So proud to be part of the largest community-driven conference focusing on Office 365, Teams, SharePoint, Business Apps and Power Platform topics in the world: European Collaboration Summit! During three-day event, our team delivered first live demo of our KORTO app and shared best practices for Record Management.
KORTO: Anchor for your Records
KORTO is a reliable anchor for customers’ records, helping them to achieve compliance in a seamless and non-intrusive way. It uses AI to help customers to classify and find their records, and it uses Blockchain to help them secure and provide evidence for records lifecycle.
COVID-19 doesn’t get us down, 2020/2021
We are thankful and proud to announce that all 3 Insa offices (Lugano/Zurich/Croatia) work full time during this hard period for all. All employees on board, with no changes apart from working from home due to the situation. All support e-mails should be sent to support@insa-software.com
Season Greetings from Insa Team 2020
December 2020
RankiaPro article, December 2020
What is driving the change in Portfolio Management Software? Read an article by our Marco Mazzon on Digital Transition and need for a solid Portfolio Management System. Link to article
New Compliance partner, October 2020
We are partnering with Lexiance to provide our clients an option for building a solid compliance architecture, not only towards regulators and regulations, but essentially in full control of all legal, operational and reputational risks they have to face. With the largest range of services and a very cost effective offer, Lexiance support its clients in building and running an efficient, solid …
The IT and Cybersecurity Leaders’ Roundtable, June 2020
Insa CEO Bernard Katic is part of the panel on Cybersecurity with IT leaders from prominent firms across Germany, Austria, and Switzerland hosted by Ortus Club . Main discussion will focus on challenges and issues, some of which will need to be processed, solved, and adapted to very quickly in order to ensure business continuity in post-covid19 era.
Insa Lugano, 2019
We are pleased to announce the opening of a new office located in Lugano. The new location will strengthen Insa’s presence and offer dedicated space for meeting with our clients, partners and with our support specialists.The new office is operating also in Italian.
KulenDayz, September 2019
Our Tech team is been organizing IT conference as a chance to meet colleagues and share knowledge with new technologies. In 3 days there are more than 60 sessions, 10 workshops and much more content. This helps us to be innovative in development of Insa!
Windays, April 2018
Software architecture is key in developing good, stable and reliable IT system, we are lucky to have one of the best software architect among us. Bernardin Katic is sharing his experience on Windays, leading business/IT conference in Poreč- Croatia. He is participating on Technology Keynote and is additionally speaking on two technical sessions about S.O.L.I.D. software design principles, and the …
F2 -Future of Fintech, November 2017
Our Bernardin Katic is a speaker at Fintech conference, providing answers to technological issues and trends in the financial sector. Key point was how technology shapes the future of the financial sector.
Fin@Tech, May 2017
At Croatian Chamber of Economy at Zagreb we were called to present our MIFID2 module on their conference Fin@Tech. Key point was how technology shapes the future of the financial sector.
KulenDayz 2017
Our development team organized major Information Technology Conference in Croatia called KulenDayz. With more than 600 participants, 3 conference days and over 60 sessions we are building strong community which helps us to choose best tools to develop Insa solutions.
Insa Convention 2017
We have gatherd very valuable client input on our #insaConvention2017 and now we can focus on future plans for Insa!
UBS ProFIM Expo
Insa participated as one of selected leading software providers at UBS event.