A new proposition for the world’s largest wealth manager
How can the world’s largest wealth manager, traditionally the preserve of high net worth individuals, engage a new breed of investor? ELSE were tasked with helping the UBS innovation team outline and prove the business opportunity. That meant defining a new service and working with UBS to deliver the proposition to market.
The product needed to deliver against the high service standards set by the UBS Wealth Management brand, whilst taking all client interactions online, without a human presence. The service would first need to switch people on to the idea of investing and taking responsibility for their future wealth, while ensuring that users felt confident, informed and supported.