Digitizing exclusive client servicing in private banking
The Swiss private bank selected Windmill as a design partner to provide a ‘Mind-blowing, emotionally engaging, delightful, easy to use, and innovative’ experience (UX) and design for the mobile e-banking solution.
Solution
On this project we collaborated closely with the 3rd party development team at Temenos to deliver and integrate new mobile solution with core banking platform and other systems.
The resulting mobile app delivers customers a comprehensive wealth overview, insights, and management tools, along with personalized advisory services to help them achieve their investment goals. This not only enhances the efficiency of Bank’s personalized advice but also reinforces their commitment to delivering a passionate, personalized, human service.
Portfolio Management
Instant access to real-time comprehensive portfolio overview, performance, and market insights enabling clients to promptly make informed decisions.
Intelligent Advisory
Tailored advice and insights, considering the client’s unique financial situation, goals, risk tolerance, and preferences, deepen the trust-based client-advisor-brand relationship.
Instant Communication
Secure, compliant messaging, providing RMs with context of customers’ interests and investment proposal templates.
Impact
The collaboration with Temenos enabled seamless integration of the new mobile solution with core banking systems, delivering a more cohesive client experience. The revamped app saw an increase in user engagement within the first quarter, as clients were drawn to its intuitive interface, tailored insights, and personalized advisory features. By providing a holistic wealth management tool, the app enhanced client satisfaction and strengthened Bank’s reputation for delivering exclusive, human-centered service.
Our work
Imagine and build experiences, products and businesses that disrupt the status quo, win hearts and realize the future.
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