With the support of over 30 Zühlke specialists, Bank Julius Bär has developed a robo-assistant. Over the long term, the bank profits from knowledge transfer while improving the efficiency of the business and its customer advisors. And the time-to-market is systematically reduced.
For Bank Julius Bär, customer consultancy is a key distinguishing feature. The tool for customer advisors, developed with Zühlke, enables systematically tailored consultancy. It frees customer advisors from administrative tasks and lets them concentrate on personal support for their customers. In developing the portal, the bank knew it could count on a strong partner with expertise in agile software development, customer experience and data analytics.
Customer advisors can generate individual investment plans within minutes. The customer’s investment and risk profile is automatically taken into account, as are any regulatory requirements. This means that advisors can focus on supporting their customers, which leads to a better all-round customer experience.
Director Business Development
Banking & Financial Service Providers
Principal Consultant SW