Digital Transformation in Private Banking and Wealth Management Services
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About
A Swiss wealth management app strives to democratize private banking, providing access to top-tier investment opportunities tailored to individual needs. With a blend of technology and industry expertise, users are seamlessly introduced to a realm of personalized financial strategies. Read more
CASE STUDY DETAILS
Under MNDA
Series B+ Startup
Zürich, Switzerland
Project work
6 - 10 people
Ongoing for 3 years
€250 - 1M
Agile
FOCUS AREA
Challenge, approach, and impact
Simplifying Professional Investment
Transforming intricate investment processes into a few simple clicks presented a challenge, especially while ensuring users receive tailored strategies suiting their risk profile.
Maintaining Portfolio Personalization
Offering vast customization options for portfolios without complicating the user experience was a pivotal challenge. It was essential to merge flexibility with user-friendliness.
Testimonials
“We have a particular affinity for fintech applications, and this project was no exception. While developing this complex app, we faced various challenges, but we also celebrated several significant accomplishments, particularly regarding integrating it with multiple banking systems and complying with financial regulations. Throughout the project, we maintained a close working relationship with our partners, engaging in numerous face-to-face meetings at our headquarters and their office in Switzerland. These meetings were instrumental in fostering open communication and collaboration, ultimately enabling us to develop an app that exceeded everyone's expectations.“ Read more
Laszlo Fodor
Business Development Manager
VERIFIED
“We have a particular affinity for fintech applications, and this project was no exception. While developing this complex app, we faced various challenges, but we also celebrated several significant accomplishments, particularly regarding integrating it with multiple banking systems and complying with financial regulations. Throughout the project, we maintained a close working relationship with our partners, engaging in numerous face-to-face meetings at our headquarters and their office in Switzerland. These meetings were instrumental in fostering open communication and collaboration, ultimately enabling us to develop an app that exceeded everyone's expectations.“ Read more
Laszlo Fodor
Business Development Manager
VERIFIED
“We have a particular affinity for fintech applications, and this project was no exception. While developing this complex app, we faced various challenges, but we also celebrated several significant accomplishments, particularly regarding integrating it with multiple banking systems and complying with financial regulations. Throughout the project, we maintained a close working relationship with our partners, engaging in numerous face-to-face meetings at our headquarters and their office in Switzerland. These meetings were instrumental in fostering open communication and collaboration, ultimately enabling us to develop an app that exceeded everyone's expectations.“ Read more
Laszlo Fodor
Business Development Manager
VERIFIED
“We have a particular affinity for fintech applications, and this project was no exception. While developing this complex app, we faced various challenges, but we also celebrated several significant accomplishments, particularly regarding integrating it with multiple banking systems and complying with financial regulations. Throughout the project, we maintained a close working relationship with our partners, engaging in numerous face-to-face meetings at our headquarters and their office in Switzerland. These meetings were instrumental in fostering open communication and collaboration, ultimately enabling us to develop an app that exceeded everyone's expectations.“ Read more
Laszlo Fodor
Business Development Manager
VERIFIED
“We have a particular affinity for fintech applications, and this project was no exception. While developing this complex app, we faced various challenges, but we also celebrated several significant accomplishments, particularly regarding integrating it with multiple banking systems and complying with financial regulations. Throughout the project, we maintained a close working relationship with our partners, engaging in numerous face-to-face meetings at our headquarters and their office in Switzerland. These meetings were instrumental in fostering open communication and collaboration, ultimately enabling us to develop an app that exceeded everyone's expectations.“ Read more
Laszlo Fodor
Business Development Manager
VERIFIED
“We have a particular affinity for fintech applications, and this project was no exception. While developing this complex app, we faced various challenges, but we also celebrated several significant accomplishments, particularly regarding integrating it with multiple banking systems and complying with financial regulations. Throughout the project, we maintained a close working relationship with our partners, engaging in numerous face-to-face meetings at our headquarters and their office in Switzerland. These meetings were instrumental in fostering open communication and collaboration, ultimately enabling us to develop an app that exceeded everyone's expectations.“ Read more
Laszlo Fodor
Business Development Manager
VERIFIED
Team Structure
Client Team
Project stakeholder
Project Manager
Project stakeholder
Internal Developer Team
Project stakeholder
CEO
Project stakeholder
CTO
The client stakeholders worked closely with the team at Wolfpack Digital
Vendor Team
Production
4 x Mobile Developers
Production
1 x UX/UI Designer
Governance
1 x Product Owner
Production
3 x Full Stack Developers
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