thewealthnet     About Us    |    FAQs    |    Contact Us
 
  Search
 
     
  Advanced Search       RSS Feed  twitter  linkedin 
Welcome to thewealthnet    |   Europe, Middle East & Africa Get The App   |   Login
  Sun 22nd Oct 2017  |    Make this my homepage  
Subscribe now!
Credit Cards Accepted
World Map
    
Credit Suisse launches UK private banking app
18/04/2017 , News Team

Credit Suisse has launched a digital private banking app for UK wealth management clients, according to an internal memo seen by thewealthnet

The app aims to provide an enhanced client experience and convenient around-the-clock access to client portfolios. This will make it easier and faster for clients to respond to market developments using performance data, key market news and insights from the Credit Suisse investment strategy and research library, the memo said.

The new digital solution encourages client collaboration with relationship managers and the bank hopes it will help to drive growth for the bank's UK Private Banking business. 

The UK app builds on the experience accumulated over the last two years following the roll-out of the digital platform in Asia. There has been collaboration between the bank’s innovation hub in Singapore, International Wealth Management chief operating officer and Credit Suisse UK for the launch of the UK app.

Key features of the UK app include:

  • An overview of portfolio groups and portfolio level performances, positions, allocations, transactions and cash activities.
  • A markets watchlist to track equities, bonds, commodities, currencies and funds.
  • A markets overview showing the latest global asset class performances.
  • Access to a library of Credit Suisse Investment Strategy & Research publications, recent Research Ratings, and the latest news articles from third party news providers. 

Initially only available on the iPad, access will be gradually extended to other devices, including iPhones and web browsers. It will also be rolled out progressively across all client categories and user types. New features and enhancements will be released in phases.

Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. 

 
 

Share with Linkedin Share with Twitter
 RATE THIS ARTICLE
Poor   Average   Good   Excellent
thewealthnet archives contain 47,690 articles dating back to 1997,making it the largest single source of information on the wealth management industry world-wide. To search for more articles, please click here.

 

© This article originally featured on thewealthnet. It is protected by international copyright law. If you copy this article illegally, you will be liable to prosecution. All rights in and relating to this article are expressly reserved. No part of this article may be reproduced, stored in a retrieval system or transmitted in any form or by any means without written permission from the publishers.

 
    Latest Headlines:    by Topic | All News
 
  Advertise   |   Contribute   |   Press Release   |   Terms of Use   |   Privacy   |   Contact Us Copyright Pam Insight Ltd., All Rights Reserved