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UBS Partners With Clients to Design New UBS Financial Services iPhone App

NEW YORK–(BUSINESS WIRE)–UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone® app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways through their mobile device.

“At UBS, we’re proud to give clients an all-new experience that reflects their immediate and future financial needs and goals,” said Kraleigh Woodford, Head of Digital Client Experience at UBS Wealth Management USA.

The app, which was developed in collaboration with Deloitte, focuses on asking important, real-life questions, to shape a personalized user experience for clients: What are you passionate about? Who are the people you care about most? What do you really want to do with your wealth and life?

Clients uncover tailored insights that help them visualize their financial journey in new ways. The app also encourages clients to have more informed and enriched conversations with their UBS Financial Advisor to help them reach their personal financial goals.

“At Deloitte Digital, we understand that taking a human-first approach to design enables deeper and more impactful engagements,” said Gordon Smith, US Digital Wealth Management Leader at Deloitte Digital, Deloitte Consulting LLP. “We are proud to have collaborated with UBS to create an award-winning digital experience that looks beyond account balances to get to the heart of what clients care about most. By doing so, UBS is able to provide a more personalized and holistic experience that enhances their clients’ financial futures.”

“To design an individualized experience for each client, we worked closely with our clients and financial advisors as part of the design process,” added Woodford. “These efforts enabled us to create a slate of unified, digital experiences centered around our clients. We’re presenting new features to enable clients to have deeper conversations and help them fulfill their own financial goals.”

The app also introduces functionality that lets clients set and track financial milestones, alongside enhanced online account management features.

The redesigned UBS Financial Services iPhone app features:

  • A personalized experience formed by simple, real-life questions
  • On-the-go simplicity to help manage their wealth
  • One-click connection to their Financial Advisor
  • Simple payments, transfers and card security management
  • A more holistic view of their finances, whether at UBS or elsewhere
  • Clearer milestone visualization to help plan for the future
  • New tools for managing personal cash and viewing banking-related activities at a glance

Notes to Editors

About UBS Global Wealth Management

As the world’s largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world. Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending and institutional and corporate financial advice.

About UBS

UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. UBS’s strategy is centered on our leading global wealth management business and our premier universal bank in Switzerland, enhanced by Asset Management and the Investment Bank. The bank focuses on businesses that have a strong competitive position in their targeted markets, are capital efficient, and have an attractive long-term structural growth or profitability outlook.

UBS is present in all major financial centers worldwide. It has offices in more than 50 regions and locations, with about 31% of its employees working in the Americas, 32% in Switzerland, 19% in the rest of Europe, the Middle East and Africa and 18% in Asia Pacific. UBS Group AG employs over 67,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).

https://www.ubs.com

Use of the UBS Financial Services app is subject to terms and conditions. Other restrictions may also apply. Certain products, functionalities and services described herein or contained or otherwise made available via the app may not be available to all clients or in all jurisdictions. This app is made available via iPhone and iPad only and is provided free of charge to clients of UBS. iPad, iPhone and App Store are registered trademarks of Apple Inc.

UBS Financial Services Inc. is registered with the U.S. Securities and Exchange Commission as a broker-dealer and investment advisor, and offers securities, trading, brokerage and related products and services. As a firm providing wealth management services to clients, UBS offers brokerage and investment advisory services. Advisory services and brokerage services are separate and distinct, differ in material ways and are governed by different laws and separate arrangements. For more information, please review the PDF document at ubs.com/workingwithus. UBS Financial Services Inc. is not a bank, and its securities accounts provide access to banking services and products through arrangements with affiliated banks and other third-party banks.

©UBS 2020. All rights reserved. UBS Financial Services Inc. is a subsidiary of UBS AG. Member FINRA/SIPC

Contacts

Media Contact:
Huw Williams

Head of Media Relations, UBS Global Wealth Management Americas

Huw.williams@ubs.com
+1 (212) 713 3130

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