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Due to strict data security regulations, UBS cannot use real applications to demonstrate features to potential clients or train financial advisors. This limits client acquisition opportunities and creates barriers in educating users about app functionalities without exposing sensitive data.
Multinational investment bank and Switzerland’s largest banking institution, offering private banking, wealth management, and investment banking services globally.
The demo applications will enhance UBS's client acquisition capabilities by providing realistic, secure product showcases while reducing training time for financial advisors. The solution will improve client onboarding efficiency, support global expansion through multilingual access, and establish a reusable framework for future application demonstrations, strengthening UBS's position as a leading private bank.