UBS - CRM/CAWB/FSAE UBS - CRM/CAWB/FSAE

Client Relationship Management, Client Advisor Workbench and Four Step Advisory Experience.

UBS Portals (IBM Websphere/J2EE) for CRM Client Relationship Management with KYC (e.g. Experience & Knowledge)

CAWB Client Advisor Workbench for Wealth Management & Private Clients, Corporates, External Asset Manager, including FSAE Four Step Advisory Experience as Business Processes.

© UBS AG

 

References References

Reto Merazzi

Alex Hanzal

Edy Hauser

Karl Wälchli