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Julius Baer - Wealth Management

Elevating Wealth Assessments

How we reimagined the Julius Baer client portal

  • Propgressive web app

  • Tablet & mobile

Image 1 Product 1
Image 2 Product 1

  • The Client

    Julius Bär Gruppe AG (the Group) is a Switzerland-based private banking group, with an exclusive focus on servicing and advising High Net worth private clients.

    We were contacted by the Indian wing, based out of Mumbai.

  • The Challenge

    High Net Worth Individual (HNI) wealth management demands a hands-on and high touch approach. This same level of service had to be reflected on JB’s digital offerings as well.

    The reporting structure had to be modelled and laid out in a way, such that the path from reviewing portfolio level stats, to individual scrip level info would be smooth and intuitive.

  • Key Areas of Focus During Discovery

    • Understanding Business Model

    • Understanding the HNI clients’ needs

    • Reporting Structure

    • Competition Analysis

    • Case 1
    • Case 2
      Modelling the Reporting Structure

  • The solution - A context aware framework

    We began by optimizing the information architecture and reporting structure. This intense but necessary exercise provided a much-needed holistic view, as no prior documentation existed.

    We conceptualized a context-aware framework to power a 'feedwall' of bite-sized stories. This innovative framework categorizes users based on business-relevant contexts instead of traditional demographics, delivering fresh stories related to clients' investments and interests with each login.

    User profiling Framework
    User profiling Framework

  • Interaction & visual design

    Addressing the interaction for navigating a multi-level hierarchy of assets and products (especially on mobile) presented a challenge, one we particularly enjoyed solving.

    Primary Navigation - Mobile
    Primary Navigation - Mobile

  • The envisioned platform personality aimed for a sophisticated and refined character tailored to the High Net Worth Individual (HNI) audience.

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