Digital wellbeing advisory: A strategic guide for client investment
Client from 2022 – Established through the Zurich Group’s acquisition of the Deutsche Bank Financial Advisors network, Zurich Bank emerges as the new banking arm of the Zurich Group. This integration seamlessly combines advanced technology, best products and top-tier consulting. Representing a consultative model of excellence, Zurich Bank offers a synergistic range of investment, insurance, banking, and financial services.
Zurich Bank partners with Objectway for a win-win collaboration enhancing the bank’s operating model with an innovative digital advisory platform
Our client had an innovation ambition centred around providing reliable and holistic financial advice across wealth, real estate, protection aspects, and generational transition through a dynamically evolving Advisory platform. The project’s objectives included both qualitative and quantitative analysis of client portfolios, along with the calculation of historical performance.
Objectway, in partnership with Accenture FAST, supported Zurich Bank by implementing a comprehensive Digital Advisory platform strategically structured around three key principles: Customer-centricity, financial advisory focus, and advanced holistic consultancy.
Key business areas successfully covered included: Portfolio Diagnosis, involving both qualitative and quantitative portfolio analysis; Advisory, wherein dedicated and personalized service models were crafted for distinct customer segments; Client Reporting, featuring advanced and configurable reporting, along with the seamless integration of historical data and performance calculation; Suitability, establishing an integrated model grounded in quantitative metrics and portfolio quality control.
Business Benefits
Increased Customer Satisfaction and Retention
Gain a strategic advantage, foster customer loyalty and achieve sustained growth
Through a new platform, we have served our entire customer base, generating thousands of orders in these first 12 months. This has activated what effectively represents Zurich Bank’s first IT asset, developed in collaboration with leading players in the technology sector, with the goal of continuing to evolve our offering. We have involved the network of financial advisors in the transformative roadmap going beyond customer listening: together with the advisors, we have built, in a shared mindset, an offering that adapts to the needs of our most important clients, with a sophisticated open-architecture consulting model.
Omar Campana
Chief Operating Officer of Zurich Italy Bank
The Zurich Group is a leading multinational insurance company headquartered in Zurich, Switzerland, providing a wide range of insurance products and services with a focus on innovation and sustainability. Established through the Zurich Group’s acquisition of the Deutsche Bank Financial Advisors network, Zurich Bank emerges as the new banking arm of the Zurich Group, offering a synergistic range of investment, insurance, banking, and financial services.
