UBS

UBS is the biggest bank in Switzerland, operating in more than 50 countries with about 65,000+ employees around the world. It is considered the world’s largest manager of private wealth assets, with over 2.2 trillion in invested assets, and remains a leading provider of retail banking and commercial banking services in Switzerland.

UBS needed to make the bank’s financial advisors accessible to their clients so they could get customer-related information as quickly as possible to offer the best solutions to their own clients, while complying with industry security standards.

Exadel developed UBS’s Financial Advisor Mobile (FA Mobile) iOS app. The FA Mobile app is used by UBS financial advisors and contains all customer account and financial information. To parse the applicable account information, the app integrates with UBS’s internal subsystems. Initially, the app used the approach of remotely controlling the corporate computer via an iPad app, but as the Exadel team refined its analysis for aligning UBS’s needs with the best available technology, the implementation was changed to manage the web application through HTML/JavaScript housed in the iOS web viewer. Because of the change, the application required a higher level of security.

The app works seamlessly with corporate email, can access documents on corporate shared drives, and has the functionality to download documents for offline usage. Lastly, the app provides its own RSS viewer to show UBS’s internal RSS feeds.

Several thousand globally distributed financial advisors are plugged into one vast knowledge network significantly enhancing UBS’s ability to provide maximum value to its clients while streamlining the data collection and documentation process.