Diverse customer needs, new innovative products, and ever-increasing regulation pose a major challenge to the traditional consultation process in private banking. Leading Swiss private bank Julius Bär turned this development into an opportunity by combining tradition and fresh ideas.
With the new solution, customer advisors are now able to directly discuss tailor-made investment strategies with their clients on a tablet PC, transforming the customer’s banking advisory experience.
With this innovative FinTech-assistant tool developed by Zuhlke, bank advisors can now define the risk profile together with the customer and present an investment strategy immediately on a tablet PC.
Everything starts with an idea. But we believe in making them happen. No matter the complexity of your problem or breadth of your idea, we can partner with you to co-create a solution that is tailor-made for your business success.Talk to us today