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Digitizing exclusive client servicing in private banking

Mobile e-banking for HNWI clients, integrated with core banking (Temenos).

Mobile banking product design and integration collaboration

Windmill provided product experience and design, collaborating with the third-party development team at Temenos. This is financial product delivery evidence; it is not presented as an AI deployment.

Industry

Private banking & wealth

Areas involved

UX, Run

Context and objective

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.

Digitizing exclusive client servicing in private banking

Industry

Finance, Wealth Management

Solution Customer validationDesignMotionProduct design sprint Year

2023

Challenges

Our client recognized the potential to enhance their customer experience through a client-facing mobile app solution. The solution needed to deliver the same level of exclusive, personalized service that clients expect from in-person interactions. Additionally, the lack of real-time insights and customization led to low engagement and user satisfaction.

Approach

We reimagined the app to create a seamless, intuitive digital experience that aligned with the expectations of high-net-worth clients. We identified key pain points and developed a user-focused interface offering personalized financial insights, tailored recommendations, and secure access to exclusive banking services.

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.