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Financial services client success story

project details

Financial advisor mobile app

About UBS: UBS is the biggest bank in Switzerland, operating in more than 50 countries with about 60,000 employees around the world, as of 2014. 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 as flexible as possible, so they could get any customer-related information as quickly as possible to offer the best solutions to their customers while maintaining the privacy of this information.


UBS Financial Advisor Mobile (FA Mobile) is an iOS app built by exadel for internal use by the bank’s financial advisors and offers all the information needed about bank customers and their accounts. To get this information the application works closely with the bank’s internal subsystems. Initially, the app used an approach of remotely controlling the corporate computer via an iPad app, but, as the exadel team continuously 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 inside the built-in iOS web viewer. Because of that, the application has a very high level of security. The app works seamlessly with corporate email. It can access the documents on the employee’s corporate shared drive or download these documents for offline usage. Also the app provides its own RSS viewer to show the bank’s internal RSS feeds.

The app uses these technologies:

  • iOS SDK
  • sqlcipher
  • ziparchive
  • jsonkit
  • HTML 5
  • JavaScript (D3)



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.

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