id,bank_id,category,name,currency,client_type,target_group,description,valid_from,source_document_id,bpg,access_tier,is_tailored,notice_period_days,iso_account_type
incore:wealth_management,incore,wealth_management,Incore B2B Transaction Banking + ICT (institutional custody / BaaS),CHF,institutional,standard,"Institutional custody + Bank-as-a-Service for other FINMA-supervised firms (banks, EAMs, securities dealers, fintechs, corporates). No retail offering by design (""Execution-only-Bank, keine Konkurrenz fuer das B2C-Geschaeft seiner Kunden""). Pricing is per partner-bank contract only — no retail price list exists. Assets under Custody CHF 12.7bn (2024). 102 staff (group total ~190 incl. Incore Technology). Sole owner: Incore Holding AG (bought out Maerki Baumann minority stake end-2024). Atom #274 sub-pattern: tailored=1 because B2B-only-by-design, not UHNW-classical. Headquarters Schlieren/Zurich; sister entities in Germany and Spain (Incore Corporate Services S.A., Madrid, 2024).",,,BPG0031HGBXC,pro,1,,
incore:banking_as_a_service,incore,wealth_management,Incore Bank-as-a-Service,multi,institutional,standard,"Modular B2B banking platform: Accounts & Payments, Brokerage & Custody, Paying Agent Services, BPO and Technology Platform. Used by other banks, EAMs and corporates to consume Incore's FINMA-licensed banking rails under their own client relationships. New 2024 segment: Embedded Finance (first clients expected live in 2025). Pricing per partner contract — no retail or per-seat list price.",,,BPG0030A0DYF,pro,1,,
incore:crypto_custody_institutional,incore,digital_vault,Incore Digital Asset Banking (institutional),multi,institutional,standard,"FINMA-regulated crypto brokerage + custody for institutional clients (banks, FIs, fintechs). Incore was among the first FINMA-supervised banks to offer digital-asset brokerage & custody in 2019. Service covers traditional and digital assets under a single bank licence. Pricing per partner-bank contract — no retail list price.",,,BPG003KPZKVH,free,1,,