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Mobile Banking for Quilvest

UX consulting, conception and agile app development for contemporary wealth management for entrepreneurs and successful families


«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

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.

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 logo

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).

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«My personal challenge was to make mobile banking both enjoyable and easily understandable for a wide audience with different habits and needs.»

Anneline Cachat

User Experience Specialist, Adnovum