Mobile App
for Financial Advisors
Exadel developed a mobile app for UBS financial advisors that allows them to access customer-related information quickly and securely. The app is integrated with UBS’s internal subsystems and supports offline functionality.
About the Customer
UBS is a leading global company in the financial services and private banking sectors. It offers financial solutions in wealth management, investment banking, and asset management.
Problem
UBS needed to facilitate the work of the bank’s financial advisors by allowing them to access customer-related information as quickly as possible.
Solution
Exadel developed UBS’s Financial Advisor Mobile iOS app (FA Mobile).
FA Mobile contains all customer account and financial information. To parse the applicable account information, the app integrates with UBS’s internal subsystems.
When building this FinTech app, Exadel initially chose to remotely control the corporate computer via iPads. When the development team refined its analysis, they decided to manage the web application through HTML/JavaScript housed on the iOS web viewer. The application then required additional security.
FA Mobile works seamlessly with corporate email and can access documents on corporate shared drives and download documents for offline usage. The application also provides its own RSS viewer to show UBS’s internal RSS feeds, making it a highly useful mobile app for financial advisors.
Results
Several thousand globally distributed employees are plugged into one vast knowledge network. This enhances UBS’s ability to provide maximum value to its clients while streamlining data collection and documentation.
