UBS Wealth Management USA has launched a new digital experience for its clients, designed specifically to help them gain a more complete picture of their total wealth.
With the new UBS iPad app, clients can take care of everyday needs, such as viewing accounts and paying bills, while they manage their long-term financial life. Helping set a new industry standard, the app tracks and integrates the client's passions, goals, and people that matter to them, creating a tailored digital experience that matches content and insights specifically to the client's profile. By helping clients more easily share what matters to them, this new experience provides them a new digitally-enabled way to collaborate with their Financial Advisor to help plan and prepare for today, tomorrow, and for generations to come.
The app has already generated industry recognition and was awarded a "2019 BIG Innovation Award" by the Business Intelligence Group ("BIG") earlier this year.
"At UBS, we’re committed to building thoughtfully designed experiences that truly reflect our clients’ needs and behaviors,” said Kraleigh Woodford, Head of Digital Client Experience at UBS Wealth Management USA. “As clients increasingly turn to their mobile devices and expect firms to deliver more digital tools, we’re constantly innovating to bring new capabilities to them, so they could be more in control of their whole financial life.”
Through many rounds of client and financial advisor co-creation, the app includes several exciting new features such as helping clients visualize their life milestones on a timeline and making goals more personal by giving clients the opportunity to tie milestones to people. While the app goes beyond just the financial component of wealth, it also comes with new financial tools such as net-worth tracking and spending analysis tools.
"This is only the beginning. The new iPad app, our personal financial management tools and UBS Advice Advantage, our advisor-enabled digital advice solution—each are a critical part of our broader client digital strategy. Expect more client-centric innovations ahead," said Woodford.
Notes to Editors
About UBS Global Wealth Management
As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.
About UBS
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS' strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.
UBS is present in all major financial centers worldwide. It has offices in 52 countries, with about 34% of its employees working in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. iPad, iPhone and App Store are registered trademarks of Apple Inc. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member SIPC. FINRA Member firm.
View source version on businesswire.com: https://www.businesswire.com/news/home/20190402005607/en/
Contacts:
Laura Hastings
laura.hastings@ubs.com
+1
212 882-5705
