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