Our client banked on us to deliver their wealth management app in just 14 weeks. We delivered.

Our client banked on us to deliver their wealth management app in just 14 weeks. We delivered.

The brief.

With more than 30 years in business, our client is a leader of private banking and wealth management. A large concentration of their customers are in the technology, health care, and financial service industries. The financial institution tasked us with developing a mobile app proof-of-concept (POC) to demonstrate how it would help bankers build more meaningful trust-based relationships with their customers. The firm already had an infrastructure in place, and were storing their data in a legacy data warehouse. The challenge was to extract relevant insights, minimize information overload for the wealth managers, and visualize helpful information for bankers on the go. Our team determined that the best approach was to:

• Build more connected and deeper relationships by providing the right information at the right time

• Identify relevant products and appropriate recommendations that align with customer behaviors

• Quickly visualize information that would assist end users in making the best decisions

Our approach.

We employed an agile team of designers and mobile specialists with expertise in building intuitive mobile projects. The team first needed to define the solution architecture. The app would include a modern UX, interactive data visualization, and information hierarchy that adhered to user needs, and supported a flexible cross-platform implementation strategy. Our first deliverable was an interactive prototype designed in less than four weeks. Next, we developed an innovation pod and timeline to ensure our team could quickly add features such as real-time insights, customer updates, and product recommendations. The app was developed to ensure the proper information and advice were delivered to the right customers. As a result, we delivered a highly-intuitive mobile platform that helped the financial institution provide richer, personalized engagements.

By working with Ascendum, we were able to build a world-class mobile app that helped our wealth managers build deeper relationships with high net-worth individuals and strategic customers

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The outcome.

Ascendum’s design thinking culture made this project successful. Our team had a disciplined adherence to agile product development emphasizing collaborative innovation.Working closely with the client, current technologies, and information security,we ensured the product was useful, actionable, and secure.

• 14 weeks delivery

• We brought a functional product to market in record time

• Improved performance

• We identified a modern infrastructure that reduced latency and improved the performance of the system by almost 65%

• Richer insights by incorporating third-party data

Our client banked on us to deliver their wealth management app in just 14 weeks. We delivered.