Instant acknowledgements, quick processing, and personalised experiences – customers’ expectations in Asia have risen along with these developments with how financial businesses are operating and serving their clients.
For many traditional incumbent banks and financial businesses, navigating this challenging landscape and staying future-ready is no easy feat.
For Swiss wealth management group, Julius Baer, and Zühlke, investment in innovation and technology supported by agile ways of working have led the way in offering a differentiated experience for clients.
Recently launched for the Asian markets by Julius Baer, the Digital Advisory Suite (DiAS) is a showcase of client-centricity by the bank. The award-winning solution empowers relationship managers to offer personalised investment advice for clients, bringing the bank to the forefront of digitalisation.
Zühlke supported Julius Baer as a key partner on its transformation journey in building this bespoke solution. The result of this agile, client-focused approach? An ambitious build and roll-out of a next-generation solution in the bank’s history.