Digital advisory tool improves advice quality

Zühlke helps Julius Bär place a greater focus on personal advice to improve the client experience.

More complex regulatory environment

For Julius Bär, client advice is a key distinguishing feature. However, in an increasingly complex regulatory environment, administrative compliance tasks are tying up more and more internal resources. To overcome this challenge, the business turned to modern technology and Zühlke’s specialists for help.

Software development, client experience and data analytics

The bank knew that for the development of a digital advisory tool, it would have to rely on a strong partner with expertise in agile software development, user experience, and data analytics. Hence, Julius Bär chose our team for the project. With the support of over 40 specialists from Zühlke, the bank developed an impactful digital advisory tool. Thanks to the solution, over the long term, Julius Bär is set to benefit from knowledge transfer, higher efficiency of the business and its client advisors, and a reduction in the time-to-market.

Focus on personal advice

The tool developed in collaboration with Zühlke frees client advisors from administrative tasks so that they can concentrate on offering personal support to their clients. Following the implementation of the digital advisory tool, client advisors can generate personalised investment plans that consider a client’s investment and risk profile as well as regulatory requirements within minutes. Naturally, this leads to a better all-round client experience.