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2021
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Credit Suisse
Lead Management
We created a new target operating model by improving the current lead management process and creating transparency along the lead management value chain for all involved stakeholders.
When it comes to lead management, many businesses are confronted with using multiple systems across different regions and not having a structured lead management process.
Together with our partner Credit Suisse, we created a new target operating model which aimed at improving their lead management activities within their Wealth Management division. We first analysed our client’s current lead management processes and interviewed different stakeholders to identify pain points and levers for improvement.
In the next phase, we created new user journeys and derived requirements from these. By defining lead management KPI’s and designing a new KPI dashboard, we ensured a successful tracking of the new lead management activities. We enabled better information gathering and use, more efficient prospect conversion across all locations and gave relationship managers the right tools to make lead handling more efficient.
Credit Suisse
Lead Management
We created a new target operating model by improving the current lead management process and creating transparency along the lead management value chain for all involved stakeholders.
By Tokenizing the Boss Info shares, we replaced the traditional share register, created an internal marketplace and enabled instant changes in ownership, in real time.
Just as we tokenized our own shares, we did the same for our client Boss Info AG. We believe that tokenizing shares is a very important part of corporate share issuance. The client approached us with their goal to create a convenient and digital method for their employees to become shareholders of the company. Employees should have the possibility to trade their employee shares on a secondary market.
The benefit for our client is to improve the maintenance of the company’s share register using the distributed ledger technology. We converted the company shares into ERC- 20 Tokens, created an internal marketplace and programmed a smart contract which is the replacement of the traditional shareholder registry, showing changes of ownership in real time.
BossInfo
Equity Tokenization
By Tokenizing the Boss Info shares, we replaced the traditional share register, created an internal marketplace and enabled instant changes in ownership, in real time.
We tokenized our company shares to achieve easy transferability, accessibility, and liquidity.
Why would anyone want to tokenize anything? What can you tokenize anyway? And what does "tokenizing" even mean? Are these all questions that came to your mind when you read the title? Read on, we'll shed some light on the subject.
The tokenization of assets is the process of creating a representation of a real-world asset on a blockchain as a digital token. Tokens become the ownership right of the underlying asset and enjoy all legal protections of traditional assets and all the benefits of digital utility. Tokens are a securitization for the modern age.
We were one of the first companies in Switzerland to tokenize our own shares and offer them on a decentralised exchange. The first step was to convert our equity shares into tokens. This means that each share of our company is represented by a transferable security token on the Ethereum public blockchain. The special thing about this is that the blockchain and the smart contract, i.e. the program that defines the token, is also the share register, openly accessible to anyone who is interested!
Now to the question of why you should tokenize assets at all. We see 5 important advantages of tokenization: Easier transferability, higher accessibility, greater liquidity, increased transparency and a faster implementation.
i.AM Lab
Tokenization of our Equity
We tokenized our company shares to achieve easy transferability, accessibility, and liquidity.
Creation of a good looking, easy to use and easily understandable client portal for one of the largest Swiss banks. Customers were able to quickly recognize where they can find what they’re looking for.
Our client, Credit Suisse Asset Management was facing a couple of challenges with their Mandates and Fund Reporting Client Portal. In order to stay relevant and competitive with other global Asset Managers a new, intuitive and real time client portal had to be designed and developed. We created a new digital experience platform for investors and prospects of Credit Suisse Asset Management to strengthen interaction and foster the client relationship. We built an interactive client portal with access to sophisticated analytics and coded a state-of-the-art fund search with online, real-time reporting.
We know what investors - whether institutional or retail - expect from leading asset managers and will help you to meet these expectations with outstanding digital products. We are experts in digital transformation and design for asset managers and your first address in Europe for these endeavours. We can show you how to unlock the potential of new touch points and sales channels and significantly improve the experience for your clients.
Credit Suisse Asset Management
Real Time Client Portal
Creation of a good looking, easy to use and easily understandable client portal for one of the largest Swiss banks. Customers were able to quickly recognize where they can find what they’re looking for.
Let’s invest time together! Whether you need a strategy, design work or product delivery, we bring your project to life.
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