Omni-channel e-banking platform for private clients

Wealth management involves more than just investment advice in the digital age. Today, wealth management consists of complex interconnected processes that enable financial service providers to truly assess a client's goals and tailor a personalised strategy that maximizes returns. It's a consultative process that requires financial service providers to leverage several digital products and services that deliver the kind of user experience clients want.

As technology evolves and the world becomes more interconnected, investors and wealth management professionals need uninterrupted access to the most accurate and timely financial information. Rather than attempting to integrate disparate information and advice from various third-party sources, investors benefit from a more holistic approach to managing their finances.

Our client, a private bank, recognized they needed to update their applications and online client touchpoints as the wealth management sector continued to innovate around them. All of this was fueled by fully digital challenger banks and tech savvy investors constantly on their smartphones, and expect their banks to be fully connected as well. The goal was to provide a personalized, frictionless customer journey to each of their users, at any time of day, to fully complement and enrich the traditional relationship management interactions.

Through a series of data collection and research activities, and by leveraging multiple hands-on, collaborative design techniques, we first crafted a vision of what a next-generation wealth management platform could look like. We then validated extensively before delivering the transformed experience to clients.