UBS Results Presentation Deck
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so we are making our wealth coverage more needs-based, digital and effective
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Launch
and scale
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Enhance
Expand
UBS
Digitally
customized
Digital-first wealth
management services with
remote human advice
Personally
advised wealth
Personal advice with
digital support
Global Family and
Institutional Wealth
Custom offerings for
institutional needs
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Advice-centric, intuitive, fast, and always-available services
Leveraging digital and technology for better user experience
and lower cost-to-serve
Scaled access to broader client base
Continuing to enhance digital channels to improve client experience
Tailored solutions through modular offering
Direct-to-client servicing, supported by analytics
Institutional solutions to meet complex financial needs
Seamless client engagement with front-to-back alignment of
coverage, capabilities, risk management and functions
Use of strategic lending to deepen client relationships
Focus
Access new clients and
reduce cost-to-serve
Expand share of wallet,
access new clients and
improve profitability
Expand share of wallet
and access new clients
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