Definition of problem
Quilvest (Switzerland) AG is considered a thought leader in innovative and comprehensive investment solutions. Quilvest maintains an exceptionally close and trustful relationship with their customers. Business transactions are mostly discussed in person and carried out jointly. Nevertheless, digital channels and so-called self-services are also becoming increasingly important for Quilvest, especially for customers of the younger generations. AdNovum had the opportunity to accompany Quilvest on its digital transformation journey.
Quilvest offers comprehensive e-banking services. However, the previously cumbersome login and the wide range of features presented room for improvement. In addition, customers should be offered the option of self-service in the future.
The different channels of customer communication (telephone, e-mail, SMS) lead to a hardly traceable and non-transparent dissemination of information. On top of this, for example in the case of messengers such as WhatsApp, there is insufficient security compared with a chat behind the login of an app (secure messaging).
Quilvest desired an easily accessible solution that also technically supports personal customer interaction and achieves a high level of acceptance with useful features. For example, it should be possible for customers to discuss their portfolio over the phone with their relationship manager (CRM) and for the CRM to have the same view as the customer.
The project was set up as an MVP (Minimum Viable Product) in order to build up the functional scope step by step according to the client's needs.