UBS Wealth Management USA Unveils an Innovative and Award-Winning Digital Experience to Help Clients Manage Their Total
Wealth
- New UBS iPad app with a simplified, intuitive, and engaging interface
- Personalized content driven by what and who matters most to clients
- Easy accounts aggregation; visualized financial goals; spending tools; enhanced funds transfer and
bill pay
UBS Wealth Management USA has launched a new digital experience for its clients, designed specifically to help them gain a more
complete picture of their total wealth.
With the new UBS iPad app, clients can take care of everyday needs, such as viewing accounts and paying bills, while they manage
their long-term financial life. Helping set a new industry standard, the app tracks and integrates the client's passions, goals,
and people that matter to them, creating a tailored digital experience that matches content and insights specifically to the
client's profile. By helping clients more easily share what matters to them, this new experience provides them a new
digitally-enabled way to collaborate with their Financial Advisor to help plan and prepare for today, tomorrow, and for generations
to come.
The app has already generated industry recognition and was awarded a "2019 BIG Innovation Award" by the Business Intelligence
Group ("BIG") earlier this year.
"At UBS, we’re committed to building thoughtfully designed experiences that truly reflect our clients’ needs and behaviors,”
said Kraleigh Woodford, Head of Digital Client Experience at UBS Wealth Management USA. “As clients increasingly turn to their
mobile devices and expect firms to deliver more digital tools, we’re constantly innovating to bring new capabilities to them, so
they could be more in control of their whole financial life.”
Through many rounds of client and financial advisor co-creation, the app includes several exciting new features such as helping
clients visualize their life milestones on a timeline and making goals more personal by giving clients the opportunity to tie
milestones to people. While the app goes beyond just the financial component of wealth, it also comes with new financial tools such
as net-worth tracking and spending analysis tools.
"This is only the beginning. The new iPad app, our personal financial management tools and UBS Advice Advantage, our
advisor-enabled digital advice solution—each are a critical part of our broader client digital strategy. Expect more client-centric
innovations ahead," said Woodford.
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' 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 52 countries, with about 34% of its employees working
in the Americas, 34% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 14% in Asia Pacific. UBS Group AG
employs approximately 61,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock
Exchange (NYSE).
www.ubs.com
© UBS 2019. All rights reserved. The key symbol and UBS are among the registered and unregistered trademarks of UBS. iPad,
iPhone and App Store are registered trademarks of Apple Inc. All rights reserved. UBS Financial Services Inc. is a subsidiary of
UBS AG. Member SIPC. FINRA Member firm.
![](https://cts.businesswire.com/ct/CT?id=bwnews&sty=20190402005607r1&sid=mstr3&distro=nx&lang=en)
Media:
Laura Hastings
laura.hastings@ubs.com
+1 212 882-5705
View source version on businesswire.com: https://www.businesswire.com/news/home/20190402005607/en/