Building a new innovative FinTech-assistant for Bank Julius Bär


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.

The daily contact with Zuhlke, their competent usability team, and professionally organised project management on both sides enabled us to provide costumer consultants with an efficient and user-friendly solution in just 5 months.
Senior Project Manager
Bank Julius Bär

Value delivered:

  • A fully-customised solution that supports the traditional consultation process visually, designed and built within 5 months.
  • An improved client experience via the digital tool that is built based on UX principles.
  • Ability to provide the most optimal investment strategy for bank clients, through the smart simulation of different scenarios through the app.

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