Description
Developing a web platform for>>>
Credit Suisse's International>>>
Wealth Management division>>>>>>
Credit Suisse Group AG is a Swiss financial services firm and global investment bank.
Their International Wealth Management (IWM) division has over 160 years of financial expertise and by embracing technological innovation, they have become a leader in their industry.
IWM's relationship managers work with clients to develop their portfolios, manage risk and maintain a healthy relationship between them and the bank. For this project, they required a digital solution which gathered data from various legacy systems, and combined it into a modern, efficient, easy to use interface.
Consultation
Following a consultation with the client, we decided that our solution, Credit Suisse One Step Assistant (OSA for short), would be best deployed as a responsive web application. The main audience for this product, Credit Suisse IWM's relationship managers, was often on the go and required a high degree of portability— a solution which would be compatible with a wide range of mobile devices.
By finding out about a relationship manager's workflow, we conceptualised an intelligent client summary page. This captured details about: the client's contact details, legal requirements— due diligence and compliance processes; and a portfolio breakdown— overview of investments.
Showcase
Disclosures
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C1Disclosure of collective effort
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N2Academic assignment (nature of work)
This project was completed as part of an academic assessment and not for a commercial purpose. This case study is partly fictional or augmented. Some copyrighted resources may have been used under a fair use copyright exemption (for ‘non-commercial research or private study’). Where a resource has been used in such manner, unless the resource has an open use license (or a commercial use license has subsequently been obtained), it will be redacted. Parts of the work may have been withheld for reasons related to academic integrity.
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Parts of this project may have been redacted or not included at all in the interest of confidentiality, protecting personal privacy or commercial interests, as well as ensuring compliance with relevant legislation, contractual obligations and agreements.