«How can we make wealth management and banking as easy, but also as safe as possible for entrepreneurs and families?»
Samuel Frischknecht
Head of UX, Adnovum
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Mobile Banking for Quilvest
UX consulting, conception and agile app development for contemporary wealth management for entrepreneurs and successful families
Design process
Adnovum’s UX team was involved at a very early stage. Our long-standing experience with banking and mobile payment projects helped us to create a first prototype in a short time based on specific assumptions and knowledge from a first briefing. For the information architecture, the existing e-banking was analyzed and the functionality was significantly reduced. This first prototype has impressively and very tangibly shown the possibilities in advance and helped to find the necessary support for the project internally.
Following the kickoff, the actual design process was launched and initial workshops with stakeholders were held. They described goals, customer types and their characteristics as well as initial use cases in order to systematically sharpen the understanding of the needs. Unlike traditional retail banks, Quilvest's relationship managers know their customers and their needs very well. Uncertainties or questions that could not be answered were defined as hypotheses in order to validate them later during initial tests with users.
Quilvest (Switzerland) Ltd. has carved out a reputation as an independent asset manager and ranks among the pioneers and visionaries of private equity investments. The company relies on its extensive knowledge of financial markets and on an international network of experts to pinpoint unique investment opportunities for its customers.
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Added value for Quilvest
Identified challenges. It was defined which customer experience should be achieved and how the digitalization of the offering can be advanced.
Developed common product vision. The preliminary phase was used to establish a solid conceptual basis and to analyze users and their behavior. The iterative approach and prototyping helped to answer initial technical questions, to engage internal stakeholders and to sharpen the common understanding of the product vision. For the visual design, a custom design language was developed based on mood boards. Customer opinions and requests were integrated in several areas.
Provided ideal basis for development. The interactive prototype served as the perfect starting point and guide for the development. Discussing the prototype several times while it was being created saved a lot of time during development, as there were no surprises.
Created specification. To prevent delays in agile development, technical specifications, interfaces, rough workflows and data formats were documented on the shared collaboration environment.
Introduced easy authentication via Access App. For e-banking as well as mobile banking, an access app (Nevis) was set up in parallel, which considerably simplifies the login (later also payment confirmations – transaction signing).
«We are positively surprised by Adnovum's systematic and user-oriented approach. Through seamless cooperation with engineering, we have successfully and efficiently implemented the concepts.»
