Zühlke – Empowering Ideas More complex regulatory environment For Julius Bär, customer consultation is a key distinguishing feature. However, in an increasingly complex regulatory environment, administrative compliance tasks are tying up more and more internal resources. Technology can help to overcome this challenge that businesses face. Software development, customer experience and data analytics Julius Bär has therefore developed a robo-assistant with the support of over 40 Zühlke specialists. Over the long term, the bank benefits from knowledge transfer while improving the efficiency of the business and its customer advisors. And the time-to-market is systematically reduced. For the development of the robo-assistant, the bank knew it could count on a strong partner with expertise in agile software development, customer experience and data analytics. Focus on personal consultation The tool developed together with Zühlke frees customer advisors from administrative tasks so they can concentrate on offering their customers personal support. Within minutes, customer advisors can generate personalised investment plans that automatically take into account the customer’s investment and risk profile as well as any regulatory requirements. This leads to a better all-round customer experience. Our Projects PROJECT Advisory Suite successfully implemented in Asia with Zühlke After successfully implementing its advisory suite in Switzerland, which was co-developed with Zühlke, Julius Baer now… PROJECT Building Asia’s next-generation virtual bank Zühlke supported the end-to-end delivery of an all-new, innovative virtual bank venture in Asia, from technical… PROJECT Vontobel: digital asset management with Zühlke Zühlke is assisting Vontobel with the development of the first Swiss digital tool for active asset management, from… PROJECT Customer retention with a unique customer experience Sympany wants a web portal that stands out for its simplicity. Stimmt develops the concept, Zühlke sets it up in… PROJECT Digital innovation in B2B Zurich‘s daily business of claims handling or risk assessment for global production or storage sites generates huge… Go to projects Insights INSIGHTS Follow your nose and build a personally rewarding career Andreas Heil joined Zühlke Germany as a software engineer in 2013, working from the Eschborn office near Frankfurt. He… INSIGHTS How innovation and technology are leading the way for client-centric banks Navigating the challenging market landscape and staying future-ready is no easy feat for many incumbent banks and… INSIGHTS New starting situation in the race for the customer interface How can the Swiss insurance industry assert itself in an increasingly digitalised market? As part of our joint… INSIGHTS Professional and personal growth go hand in hand Find out what drives Raul to keep learning and help up-skill others too, and why he believes that continuous learning… Go to insights Careers Do Work That Matters – Your Career at Zühlke At Zühlke, we are dedicated to making innovation happen – and we use cutting-edge technologies to create a purposeful… Contact About us Career Find us on social media Footer Terms of Use & Data Privacy Legal Notice Cookie-Setup Imprint