Union Bank of Switzerland (UBS), a prominent Swiss investment bank and financial services company, has a rich history of serving High Net Worth Individuals (HNIs) and hedge fund managers with its expert account managers.
Recognising the need for agility in the ever-changing financial landscape, UBS sought to streamline the process of updating financial statements for their clients.
Evangelist Apps stepped in to provide a secure, dynamic solution for this crucial task.
Evangelist Apps meticulously gathered requirements and gained a deep understanding of UBS’s business needs. The team then crafted high-fidelity UX designs rigorously reviewed and approved by UBS stakeholders, ensuring a user-friendly and efficient interface.
Recognising the sensitivity of client data, the app was designed to download only relevant client information on the meeting day. This ensured that under no circumstances would unauthorised access to other clients’ data be possible.
The app seamlessly integrated with secure APIs from the backend to ensure data integrity
The UBS Financial Statements App revolutionised the way account managers interacted with clients and managed their portfolios:
The UBS Financial Statements App exemplifies how collaboration with Evangelist Apps can lead to innovative, secure, and efficient solutions for financial institutions. UBS’s commitment to enhancing client engagement and data security was realised through this successful project.
As UBS continues to evolve and expand its services, it remains a leader in the financial industry, setting the standard for digital innovation and client service.