The Challenge

Currently no appealing fund-based asset management product available in the individual customer segment. With the introduction of the new fund-based asset management, a new fund-linked, multi-channel and digital solution is to be expanded competitively in Germany. Asset management products currently exclusively available in Luxembourg

The approach

Design of an attractive core-satellite-strategy product. Development of a product concept. Development of a new platform with state-of-the-art user experience for customers and consultants. Creation of the process map. Creation & structuring of 12 funds to implement the product solution. Structuring & administration of the needed systems. Management & execution of the test activities.

The result

First own fund-based asset management in Germany. Development of a modern multi-channel sales platform. The Platform is a basis for the implementation of further asset management services and products.