How Exadel Created a Banking App for UBS’s Financial Advisor on iOS
By: Exadel
Tags: Financial Advisor, Financial Services, Fintech, Banking

For more than 20 years, Exadel has combined Agile processes with a product development culture to create some of the most innovative solutions for Fortune 500 brands. Instead of approaching projects as something to build and then move on from, we build products that continuously change and adapt depending on our clients’ needs and market conditions. Our engineers are actively involved throughout the development process, strategizing with clients on how new IT trends can add business value.

With a distributed Agile approach, Exadel pairs companies with top global engineering talent. Distributed Agile is the most efficient way to quickly deploy products, makes it easy to adapt to new technology trends and is powered by a highly motivated team of engineers that are readily available. With this approach, Exadel enables clients to be market drivers by delivering products and platforms that push the boundaries of innovation.

In this series we will be highlighting the top solutions Exadel has delivered across a variety of industries and companies. First, let’s take a look at the UBS banking app case study.

UBS: Building a FinTech App that Connects Customers with Financial Advisors

About UBS

UBS is the biggest bank in Switzerland, operating in more than 50 countries with about 65,000+ employees around the world. It is considered the world’s largest manager of private wealth assets, with over 2.2 trillion in invested assets, and remains a leading provider of retail banking and commercial banking services in Switzerland.

Problem

UBS needed to make the bank’s financial advisors accessible to their clients so they could get customer-related information as quickly as possible to offer the best solutions to their own clients, while complying with industry security standards.

Solution

Exadel developed UBS’s Financial Advisor Mobile (FA Mobile) iOS app. The FA Mobile app is used by UBS financial advisors and contains all customer account and financial information. To parse the applicable account information, the app integrates with UBS’s internal subsystems. When building the fintech app, Exadel initially chose to remotely control the corporate computer via iPad. When the development team went to refine its analysis, the implementation was changed to manage the web application through HTML/JavaScript housed in the iOS web viewer. Because of the change, the application required a higher level of security.

The app works seamlessly with corporate email, can access documents on corporate shared drives, and has the functionality to download documents for offline usage. Lastly, the app provides its own RSS viewer to show UBS’s internal RSS feeds.

Exadel utilized the following technologies:

iOS SDK | sqlcipher | ziparchive | jsonkit | HTML 5 | JavaScript (D3)

Results

Several thousand globally distributed financial advisors are plugged into one vast knowledge network significantly enhancing UBS’s ability to provide maximum value to its clients while streamlining the data collection and documentation process.

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