Zurich – Zürcher Kantonalbank (ZHB) is looking to digitalize its investment advisory process. Beginning in 2018, client advisors will be able to visualize portfolios using a tablet. The bank’s Chief Investment Office will also make regular investment proposals to clients via e-banking services.

ZKB intends to take advantage of all that digitalization can offer in asset management. As part of its new approach, client advisors will use a tablet that enables them to visualize the investment process and portfolios with risk and return profiles. This will be made possible by linking all of the bank’s technical systems.  

“Thanks to the use of fully integrated tablets, our account managers in the future will be able to convey complex content to clients in a simpler manner and simulate investment decisions,” explained Christoph Weber, head of Private Banking and a member of ZKB’s Executive Board.  

ZKB will also introduce additional products from 2018 onwards. In the future, clients will be able to choose between asset management mandates and advisory mandates, as well as “execution only”. They will also receive investment solutions customized to their needs via e-banking. Investment proposals will be made by employees under the direction of the Chief Investment Officer.

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