Built and continously updated with our clients, for our clients
Reclaim logic and reclaim forms are embedded in the application and permanently monitored
Easily customizable to your specific needs and circumstances
Successfully used by many leading banks and service providers
reclaimer® is a user-friendly web-application. It manages and optimises the entire reclaim and relief process: from data import and validation, to data enrichment, reclaim/relief calculation, document production, and cash allocation.
Data-security is of paramount importance. The on-premises installation of reclaimer® ensures your data is always safe. Running locally on your server, the web application provides end-to-end facility that is easy to use and quickly adoptable to the constant change in this area.
Cutting-edge technology, applied
The reclaimer® is a web application based on a Java/Kotlin backend and an Angular frontend. The frontend uses latest technologies provided by Angular like Typescript, RxJS (reactive programming), and Angular Material. The backend provides a REST API implemented with Dropwizard and an API library generated with Swagger. Furthermore, we are using Hibernate for the persistence layer, liquibase for database migrations, CircleCI for continuous integration, and much more.
Enhance the after-tax return of your portfolios
Your advantages of using reclaimer®
Always keep the overview
We know from experience how difficult it is to keep up-to-date with all your reclaims. What is the status of a reclaim? What needs to be done next? When did I send the reclaim to the local tax authority? Which reclaims are ready to be submitted? This is no longer an issue with reclaimer®’s dashboards and other reporting functionalities.
Check out some of the main features
Our main dashboard gives you an immediate overview: what your next tasks are, what you have pending, and what you have already done.
For each reclaim market you can easily see what the reclaim potential is, how many reclaims are pending, and how much has been reclaimed already.
With one click you get additional information for each market in an easy to read and interpret way.
The answers to additional form questions can be added through our user-friendly interface.
Over 60 reclaim forms embedded
reclaimer® picks the right form and fills it out in accordance with industry-standards.
The applicable reclaim process depends on specific circumstances (client domicile, client type, market, power-of-attorney, custodian etc.). Our visualizer tool outlines the details of each process and shows where a reclaim is in this process.
Broad market coverage
reclaimer® covers 17 markets and over 600 market-domicile combinations. Frequent updates make sure the business rules are up-to-date.
reclaimer® automatically produces the relevant Cover letters using the bank’s CI that are need where forms have to be submitted by post.
«Basler Kantonalbank and Bank Cler decided in 2016 to offer their customers a withholding tax reclaim service. With reclaimer, we are in a position to implement the new service offering professionally and efficiently and to create real added value for our clients. The service is a great success and the demand for it is constantly increasing. The cooperation with the reclaimer team of Confinale works very well and we feel well looked after by Confinale.»
_ Christian Häfeli, Leiter Steuer- und Erbangelegenheiten, Basler Kantonalbank
«Data protection considerations were extremely important to us from the outset of the evaluation process and were a key factor in our decision to use the inhouse solution reclaimer for the withholding tax reclaim process, which is very much appreciated by our customers. We found a reliable partner in the reclaimer team at Confinale during the initial implementation project and are also very satisfied with their services in lifecycle management and support.»
_ Roger Stalder, Head of IT Finance Applications, VP Bank AG
reclaimer® is a product of Confinale
Confinale is a privately held IT consulting and software development company that specialises in digitalisation projects for the banking sector. Thereby we focus on the fields of taxes, compliance and wealth management. We find solutions for current and future challenges either by implementing new functionalities in existing core banking software, or by developing new applications like reclaimer®. Kick-started in 2014 , our team now consists of more than 60 employees and we have offices in Zug and Zurich, and a subsidiary in Germany.