Following collaborations with its clients and financial advisers, UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app.
The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways through their mobile device.
Kraleigh Woodford, Head of Digital Client Experience at UBS Wealth Management USA commented: “At UBS, we’re proud to give clients an all-new experience that reflects their immediate and future financial needs and goals.”
The app, which was developed in collaboration with Deloitte, focuses on asking important, real-life questions and increasing personilisation for clients.
It also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals.
“At Deloitte Digital, we understand that taking a human-first approach to design enables deeper and more impactful engagements,” said Gordon Smith, US Digital Wealth Management Leader at Deloitte Digital, Deloitte Consulting LLP.
He added: “We are proud to have collaborated with UBS to create an award-winning digital experience that looks beyond account balances to get to the heart of what clients care about most. By doing so, UBS is able to provide a more personalised and holistic experience that enhances their clients’ financial futures.”
“To design an individualised experience for each client, we worked closely with our clients and financial advisors as part of the design process,” added Woodford. “These efforts enabled us to create a slate of unified, digital experiences centered around our clients. We’re presenting new features to enable clients to have deeper conversations and help them fulfill their own financial goals.”
The app also introduces functionality that lets clients set and track financial milestones, alongside enhanced online account management features.
Expert Analysis: As personalisation grows in importance to payment clients, the new app is fully set to take UBS to the next level of customer engagement and deepen the insights their customers gain within finances, with a plethora of innovative new features.