UBS at the forefront of wealth-tech innovation
How technology can help advisors drive better business outcomes
Among the many factors that influence an advisor’s decision to make a move, earnings potential, better technology and strong firm culture top the list. For many advisors, the quest for better technology can tip the scales. Advisors want to know how well a firm is adapting to the current environment when it comes to advisor technology, and what technology is available to best connect them with clients.
Among the many factors that influence an advisor’s decision to make a move, earnings potential, better technology and strong firm culture top the list. For many advisors, the quest for better technology can tip the scales. Advisors want to know how well a firm is adapting to the current environment when it comes to advisor technology, and what technology is available to best connect them with clients.
Research shows in recent years, two-thirds of advisors found digitally innovative firms more attractive, with one-half thinking that remote and hybrid work seemed more feasible at wirehouses because of their wealth-tech capabilities.
UBS lives up to heightened advisor expectations for intuitive, insightful digital experiences that fit effortlessly within their lives. By investing in infrastructure and delivering new technology products and servicing capabilities, UBS stands at the forefront of wealth-tech innovation.
Leading with wealth-tech innovation
Leading with wealth-tech innovation
As a firm focused on financial advisors and clients, wealth management-specific technology is critical to success. In recent years, UBS has made important changes across its global technology landscape because we recognize that working both from home and from the office are options that improve work/-life balance. This includes UBS’s all-new advisor workstations, revamped to improve advisor productivity and provide a more intuitive, modern technology experience.
With our emphasis on technology and virtual collaboration, UBS can pivot as needed to support advisors and clients. UBS has been operating in a virtual desktop environment for years and over time we have implemented new ways and better digital tools to help advisors work remotely and connect with their clients.
With a global wealth-tech infrastructure, UBS data centers are located worldwide, and international teams ensure stability and operational efficiency for better client engagement.
Bringing technology to life with integrated solutions
Bringing technology to life with integrated solutions
At UBS, we believe in the power of technology to help advisors be more efficient and productive in the growth of their business. We offer leading-edge integrated technology platforms and solutions to enhance the client experience. Here are five innovative technology capabilities that make a difference for UBS Advisors.
A focus on mobility
A focus on mobility
UBS recognizes that advisors' work is not always tied to their desks. That's why we provided corporate mobile devices for select external-facing staff. With a corporate iPhone, advisors can compliantly conduct business with their colleagues and clients in or out of the office.
On your corporate device:
The Movius app provides you the ability to help your clients from anywhere via text. This approved communication system for business purposes allows you to engage with your clients on-the-go while remaining compliant with UBS and federal regulators, protecting you and your clients
.The Microsoft suite, including Teams, Outlook and OneDrive, gives you the same powerful communication and collaboration tools that you use every day available on mobile.
Share your digital business card with everyone you meet using My Business Card. The UBS My Hub mobile app houses an innovative, easy to use QR code that when scanned, automatically creates a contact record with your business details in their phone. This eases the exchange of information and doing away with physical cards that can get lost in the shuffle.
More ways to connect with clients
More ways to connect with clients
Over recent years, client relationships have changed and digital interactions have increased. Today, UBS Advisors can access state-of-the-art tools to spend more time with their clients and better evaluate the full scope of their financial lives.
UBS’s global virtualization allows the firm to be location-agnostic, accessing and servicing clients around the world. UBS strategic video conferencing continues to evolve with the introduction Microsoft teams in addition to Zoom for client meetings. With the deployment of Microsoft 365, UBS introduced the ability for advisors and their teams to collaborate using cloud-based offerings seamlessly.
With a focus on advisor productivity and security, tools such as voice-to-text and biometric technologies that allow immediate access to standard tools like e-mail and video conferencing are now available. UBS Microsoft Surface devices aggregate the use of cloud, biometric and mobile technologies to enable client interaction in a secure and agile way. Finally, as evidenced by UBS’s continued investment in cyber-infrastructure and cyber threat prevention, client data security is paramount.
I had concerns about how longit might take to be up and running with my technology, but UBS provided the perfect combination of local and centralized support that allowed me access to all thesystems I needed on the first day. Now that I’m more settled and ready to add additional functions, like Teams and Movius, the UBS Tech Team has remained available to help me gain access.
End-to-end digital client onboarding
End-to-end digital client onboarding
UBS’s new digital solutions simplify the onboarding process, making for a better client experience. UBS offers digital onboarding at every stage, starting with seamless client identity verification. Additionally, UBS’s partnership with DocuSign enables clients to digitally complete forms requiring signatures.
Technology support when needed
Technology support when needed
With more than 300 retail branch offices across the country, we know how vital “on-the-ground” support can be. The UBS Tech Team supports advisors in traditional branch offices or through remote and digital offerings. These resources include branch technology liaisons, help desks with 24/7 availability and the prioritization of advisor calls at UBS call centers.
Advisor technology training for diverse learning styles
Advisor technology training for diverse learning styles
At UBS, we offer multiple ways to help advisors learn about the firm’s technology tools and solutions in a way that reflects unique learning styles. Various educational resources support the learning process, including technology videos, how-to articles, tips on new device setup and guidance on maintaining the health of your home technology network.
When transitioning to UBS: technology is the priority
When transitioning to UBS: technology is the priority
UBS offers a white-glove concierge service designed to provide you with tailored service, support and guidance vital to moving your business—and technology is a critical part of the equation. The UBS four-stage transition process is a collaboration between local field leadership and our transition teams to ensure connectivity on day one.
UBS Advisors are set up from day one with mobile access so they can connect with clients. The UBS Tech Team ensures that most of the functionality required for an advisor to be productive is provided on day one, with any specialized requirements made available on day two.
The UBS Tech Team works closely with you on all your onboarding tech needs, from telephone setup and entitlements to helping you with all your remote access and mobility needs.
Harness the UBS wealth-tech advantage
Harness the UBS wealth-tech advantage
As you contemplate your next career move, you can rest assured that UBS understands the importance of better technology capabilities to serve your clients’ ever-evolving needs. We are committed to making technology a differentiator. Simply put, we want to provide you with more digital experiences that are intuitive and insightful so you can make your clients’ financial lives easier.
To learn more about how our wealth-tech innovation can support your business growth or to apply for a Financial Advisor role, submit your contact information to be connected with a Field Leader.
To learn more about how our wealth-tech innovation can support your business growth or to apply for a Financial Advisor role, submit your contact information to be connected with a Field Leader.
