at Financial Technnology Year
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UBS Mobile Banking
from UBS
UBS Mobile Banking provides clients with a secure way to manage their accounts, conduct transactions, and access market insights via their mobile devices, incorporating multi-layered security features.
Category:
Secure Mobile Devices
Tablets and smartphones with enhanced security features allowing advisors to access client information and financial planning tools while meeting with clients outside the office.
Analysis on right >
Secure Mobile Devices analysis
Deployment, Support, and Training
(6 Yes /6 Known /10 Possible features)
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1. Feedback & Feature Request System
Enables users to submit suggestions and requests for enhancements.
Feedback and feature requests can be submitted from inside the app or the UBS support portal.
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2. Test/Sandbox Environment
Safe environment for testing new features/configurations.
No information available
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3. API Documentation
Complete documentation for developers integrating the platform.
No information available
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4. User Role Training Programs
Custom training by user function (advisor, admin, client).
No information available
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5. Flexible Deployment Options
Supports cloud, on-premises, or hybrid deployment models.
No information available
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6. Dedicated Account Manager
Assigned specialist for organizational needs and issue escalation.
Dedicated account managers are routinely assigned to wealth management clients, as advertised.
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7. Knowledge Base
Online repository of FAQs, guides and troubleshooting tips.
Extensive knowledge base is accessible online and via the app, containing guides and troubleshooting.
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8. 24/7 Help Desk Support
Continuous support by phone, chat, or web.
UBS offers 24/7 support as noted on the app's support and contact page.
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9. In-App Tutorials & Help
Embedded resources to assist new or returning users.
In-app tutorials and help are provided in the form of FAQs and walkthroughs in the UBS app.
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10. Guided Onboarding
Step-by-step instructions for initial setup for users and administrators.
Guided onboarding is available via the mobile app and web portal, with instructions and live chat.
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Platform Reliability & Performance
(6 Yes /6 Known /10 Possible features)
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Collaboration & Communication
(1 Yes /1 Known /10 Possible features)
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Audit, Reporting & Compliance
(2 Yes /2 Known /10 Possible features)
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Integration & Interoperability
(1 Yes /1 Known /10 Possible features)
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Transaction Security & Control
(8 Yes /8 Known /10 Possible features)
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User Experience & Interface
(9 Yes /9 Known /11 Possible features)
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Mobile Device Management (MDM) & Security Monitoring
(3 Yes /3 Known /11 Possible features)
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Data Encryption & Privacy
(8 Yes /8 Known /11 Possible features)
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Authentication & Access Control
(9 Yes /9 Known /13 Possible features)
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Publicly available data, summarised using AI.
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