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.
UBS needed to facilitate the work of the bank’s financial advisors by allowing them to access customer-related information as quickly as possible.
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.
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.
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.