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Advisory Suite successfully implemented in Asia with Zühlke

After successfully implementing its advisory suite in Switzerland, which was co-developed with Zühlke, Julius Baer now plans to roll it out in the Asian market – and the bank turns to Zühlke once again.

Executive Summary

  • Julius Baer is one of the first players in the Asian market with an intelligent tool for customer advisors
  • The customer benefits from Zühlke’s established presence in Asia, which allows for close collaboration
  • Interdisciplinary consulting and implementation expertise from a single source

Starting point: Tool for the Asian market

With the support of over 40 Zühlke specialists, Julius Baer has developed an Advisory Suite in Switzerland. This intelligent tool frees customer advisors from administrative tasks and allows them to focus on providing personal support to their customers.

Julius Baer has now decided to deploy this solution in the Asian market. A number of regulatory and technological challenges must be overcome. Julius Baer has once again chosen to partner with Zühlke.

Roland-hegi-julius-baer
You can’t have great software without a great team. That’s the reason why we are partnering with Zühlke in the development of Julius Baer’s Digital Advisory Suite.
Roland Hegi
Head of Platforms & Projects, Investment Wealth Management Solutions, Bank Julius Baer

Solution: Agile teams and distributed development

The development involves interdisciplinary teams of employees from both Julius Baer and Zühlke in Europe and Asia, along with other partners. This distributed development and an agile approach mean the application can be fully integrated into the fundamentally different infrastructure of Singapore and Hong Kong while taking local regulatory requirements into account. Julius Baer benefits from the established presence of Zühlke in the Asian market, and receives interdisciplinary consulting and implementation expertise from a single source.

Benefit: More capacity for personal consultation

Following a successful roll-out, Julius Baer now has a smart tool in Asia and can increase the total number of internal users by one-third. This produces a lasting improvement in the customer experience in the increasingly important Asian market.