FinTech Relationship Manager Automation Improves Consultancy Quality

  • The complex regulatory environment means a lot of additional work for administrative and compliance-related tasks
  • Robo-assistant developed using agile approach frees up customer advisors 
  • Greater focus on personal consultation improves the customer experience

With the help of Zühlke, Bank Julius Bär has developed a tool for customer advisors that improves efficiency and consultancy quality.

More complex regulatory environment

For Julius Bär, customer consultation is a key distinguishing feature. However, in an increasingly complex regulatory environment, administrative compliance tasks are tying up more and more internal resources. Technology can help to overcome this challenge that businesses face.

Software development, customer experience and data analytics

Julius Bär has therefore developed a robo-assistant with the support of over 40 Zühlke specialists. Over the long term, the bank benefits from knowledge transfer while improving the efficiency of the business and its customer advisors. And the time-to-market is systematically reduced. For the development of the robo-assistant, the bank knew it could count on a strong partner with expertise in agile software development, customer experience and data analytics.  

Focus on personal consultation

The tool developed together with Zühlke frees customer advisors from administrative tasks so they can concentrate on offering their customers personal support. Within minutes, customer advisors can generate personalised investment plans that automatically take into account the customer’s investment and risk profile as well as any regulatory requirements. This leads to a better all-round customer 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.