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.

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.