Digital asset management with Zühlke

  • Designing a smart onboarding process for a smartphone app is a challenge 
  • Agile project management leads collaborative team to success 
  • The newly developed Volt app is the first Swiss digital tool for active asset management 

Zühlke is assisting Vontobel with the development of the first Swiss digital tool for active asset management, from platform to app.

New digital touchpoints

Vontobel is among the leading Swiss asset managers to actively take advantage of digitalisation and develop new digital touchpoints for new customer experiences. Here, security, user friendliness and integration into existing system landscapes are the decisive factors. In this demanding environment, designing a smart onboarding process for a smartphone app is particularly challenging. 

Agile processes

Together with Vontobel's internal specialists and additional external partners, a Zühlke project team is supporting the development of the asset management app Volt and its underlying software platform. The collaboration uses agile processes. 

Christian Gmünder Vontobel
' Digital possibilities enable Vontobel to offer tailored client offers and experiences. '
Christian Gmünder

Personalised feed

The newly developed Volt app is the first Swiss digital tool for active asset management. Volt is available to clients investing CHF 10,000 or more, and is actively managed. The app stands out for its streamlined onboarding process and user-friendly interface, which is based on the look and feel of social media and news portals. The feed is individually tailored to each user depending on their investment strategy and interests. 

Heinz Rudin
Contact person for Switzerland

Heinz Rudin

Director Business Development

Heinz is responsible for the business development Financial Services Sector at Zühlke Switzerland since Dezember 2008 . This role includes the Go to Market strategy and the management of the Financial Services Sector Team and the Key Account Management of several Banks. Heinz is passionate about providing services along the customer journey that make relevant information easier to understand, more personalised and richer in added value for all target groups.