About Helvetican AG
Helvetican AG is a boutique firm renowned for its expertise in digital wealth management and business advisory services. Upholding Swiss quality and personalized service, they cater to a wide range of clients, including individuals, families, and businesses.
The Challenge
Our primary goal was to develop a comprehensive digital wealth management platform that was not only functional and secure but also user-friendly and visually appealing. The platform needed to cater to various needs, including portfolio management, client data management, risk assessment, and effective communication channels.
What did Radity do?
Radity team created a wealth management platform featuring digital onboarding, CRM functionality, Bank API integration, portfolio management, and reporting tools. We focused on elevating user experience with an intuitive UI/UX design and enhanced security measures, including two-factor authentication. Also, we implemented a registration wizard to streamline the onboarding process. The process we followed:
- Conceptualization and planning
- Design and development
- Testing and implementation
The Results
The final product is a robust, secure, and user-friendly digital wealth management platform. It successfully streamlined the wealth management process, improved client satisfaction through a friction-free user experience, and enhanced client conversions with its intuitive registration wizard and risk assessment tools.
