Submitted by

Banca Widiba

Premium
26/06/2024 Banking Innovation
A new investment experience for demanding modern customers
Innovation details
Country
Italy
Category
Reimagining the Customer Experience
Keyword
Savings & Investments, Digital channels & Omnichannels, Retail banking

Innovation presentation

Banca Widiba has launched a completely new version of its on-line investment platform allowing customers to access even more easily all investment and savings features available to them, enhancing their ability to transact on mobile devices and significantly improving the user experience. The platform overhaul involved a complete redesign of the trading interface and saw the introduction of new features with the primary objective of enhancing the customer experience and adopting the latest design trends, focusing on a Mobile First approach. A new and advanced asset management service was also implemented, which lets customers build, manage and monitor their investment portfolios from PCs or smartphones. The new investment platform is extremely easy to use and ideal for those customers who decide to invest independently for the first time. Customer portfolios are also checked for adequacy in full accordance to MIFID II provisions, and specific alerts and notifications allow customers to invest with a constant control of their risk profile. The new platform makes online trading simple and easy for investment newbies, but also includes evolved features and after sales operations aimed at experienced customers, such as switches, partial refunds and additional payments. With the new investment platform Banca Widiba customers can choose from a wide range of financial instruments, selected by our experts, to build and manage small and large portfolios.

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