UBS Wealth Management USA has redesigned its UBS Financial Services iPhone app to enable customers to get a more holistic view of their fortunes.

The bank carried out the redesigning in partnership with professional services firm Deloitte, the customers themselves, and financial advisers.

Go deeper with GlobalData

Premium Insights

The gold standard of business intelligence.

Find out more

The redesigned app focuses on offering a customised experience by asking real-life questions. These include what clients plan to do with their assets and life, people that matter to them the most, and their passions.

The app now offers improved online account management capabilities, UBS noted.

It is also said to facilitate clearer milestone visualisation, supporting the process of setting and tracking financial milestones.

UBS further stated that the redesigned app incorporates new tools for personal cash management while supporting simple payments and card security management.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

Moreover, it is said to encourage customers to have more informed interactions with their advisers, offering a one-click connection to the adviser.

UBS Wealth Management USA head of digital client experience Kraleigh Woodford said: “To design an individualised experience for each client, we worked closely with our clients and financial advisers as part of the design process.

“These efforts enabled us to create a slate of unified, digital experiences centred around our clients. We’re presenting new features to enable clients to have deeper conversations and help them fulfil their own financial goals.”

Last year, UBS introduced the UBS iPad app, which is said to have capabilities similar to the iPhone app.

The iPad app is designed to offer a “more complete picture of their total wealth,” noted UBS. It is said to track and integrate the passions and goals of clients as well as people about whom they care the most.

In 2018, the firm rolled out UBS Advice Advantage – a digital advice platform to allow clients to have a better view of their financial standing.