Module 1 — Assess current journeys
Diagnose friction points across onboarding, advisory transitions, and inheritance-triggered events.
Invest & Inheritance Insights
Investment and inheritance journey modernisation
This offering supports Swiss private banking and wealth teams in redesigning advisory and succession journeys with stronger service continuity, decision transparency, and execution ownership.
Module 2 — Design target state
Define a practical journey model balancing client experience, advisor productivity, and legal controls.
Module 3 — Plan implementation
Prioritise initiatives with clear ownership, milestone logic, and value hypotheses.
Illustrative application contexts
- • Cantonal bank scenario (ZKB-like): integrated advisor-client succession journey blueprint across channels.
- • Wealth platform scenario (UBS / Swissquote context): decision checkpoints for inheritance-triggered portfolio actions.
- • International private banking context (HSBC / Deutsche Bank): harmonised controls across multi-jurisdiction families.
Invest & Inheritance Journey Asset
Open PDFZKB Case Context Asset
Open PDFTeam for this offering
Relevant delivery profiles
The team composition is adjusted to the offering scope, with profiles selected for execution depth, analytical rigor, and stakeholder coordination in Swiss financial-services environments.
Joao Vieira de Meireles
FS Business & IT Manager
15 years of professional experience, including 10 years of consulting across fund and asset servicing, brokerage, insurance, corporate banking, and wealth management.
Why relevant here
Leads transformation delivery, target-state design, cloud and AI-enabled platform initiatives, and coordination between business and technology stakeholders.
SH
Stefan Hartenberger
Senior Project Manager
Senior banking transformation lead with experience in transaction banking, neo-broker onboarding, target operating model design, core banking implementation, testing, and regulatory delivery.
Why relevant here
Supports operating-model redesign, execution governance, and implementation readiness across banking change programs.