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We facilitate the digital transformation of your wealth management offering by providing a unique combination of wealth excellence, design thinking, moderation, empathy and communication.
We always keep track of your goals and the needs of your clients and provide you with a vivid vision of how your solution will function, feel and look.
Our services uniquely combine quality with speed.
As specialists in wealth management and solution design, we are passionate about crafting solutions that solve your business challenges and meet your clients' needs.
Benjamin Böhnke, Director Wealth Lab, 14 years professional experience, 80+ projects at aixigo
Bernard Ehrlich, Vice President Wealth Lab, 32 years professional experience, 80+ projects at aixigo
We know our limits! Our extensive network of specialists in law, research, economics and technology enables us to bridge gaps swiftly.
Reduced project costs by at least 20%.
Shortened time-to-market due to a rapid project kick-off and reduced loops caused by vague requirements.
Reduced project risks thanks to realistic effort estimation that is based on a sufficiently granular target vision.
Galvanise your stakeholders and create commitment for the project through exceptional output quality at enormous speed.
Reduced project costs by at least 20%.
Shortened time-to-market due to a rapid project kick-off and reduced loops caused by vague requirements.
Reduced project risks thanks to realistic effort estimation that is based on a sufficiently granular target vision.
Galvanise your stakeholders and create commitment for the project through exceptional output quality at enormous speed.
Duration: 1 day
Benefit from our expertise and network and enrich your innovation funnel.
We share valuable insights into wealth management transformation and discuss their relevance to your strategy.
We provide you with a presentation of innovative wealth services, including the outcome of our discussion.
Your benefit - Enriching your innovation/transformation funnel
Our assessment and evaluation of current innovation topics in wealth management
Insights from our network of experts
Prioritisation of ideas based on their benefit for your strategy
Ideas on how to implement them in practice
Typical use cases of the Impulse Session
"How do you feel about ESG and sustainability from a regulatory and a client perspective? And what about impact investing?"
"Are digital assets the new megatrend?"
"How can banks benefit from the current embedded wealth management trend?"
"Is hyper-personalisation in investment advice and portfolio management more than merely a buzz word?"
Duration: 3 days
Gain certainty about the feasibility of your new service idea.
We evaluate the feasibility of your service idea and give guidance on what needs to be considered for implementation.
You receive comprehensive documentation on what is necessary to set up your new wealth management service and how it can even be improved.
Your benefit - Quickly analyse the viability of an idea to decide whether and how to proceed
Feasibility assessment of your service ideadrawing on our experience & knowledge
Extension or modification suggestions for your idea
Implementation sketch (on demand based on aixigo:BLOXX)
Free selection of the implementation partner
Typical use cases of the Idea Evaluator:
"What do you think of the following service idea? Can this idea already be realised with aixigo:BLOXX?"
"I am curious to hear your feedback on our new service idea – also with regard to how others are doing it."
"Is this something that will work and what needs to be considered?"
"What else needs to be considered when realising this service idea so that it will be successfully adopted by the customer?"
Duration: 5 days
Enthuse your stakeholders with a vivid visualisation of a future user experience.
We identify the relevant usage scenarios and draft your future solution.
You receive an engaging presentation for your stakeholders with solution drafts that cover the relevant usage scenarios.
Your benefit - Motivation arises when you have a clear vision of the future
Vivid visualisation of the future customer experience
User journey ideas as input for your business plan
Save time and effort in the creation of your vision for the future
Free selection of the implementation partner
Typical use cases of the Imagination Pitch
"We want to stand out with our digital proposition and need tangible, good and resilient ideas to secure project budget."
"Our existing tool is quite outdated and we wish to revamp it to make it better and more user-centric."
"How can we incorporate hybrid advice, Robo 2.0 & co. and link it to our USP as a bank or financial services provider?"
Duration: 5-10 days
Your quick start for a new function plus reduced project risks thanks to a precise target vision.
We map the user journey using BPMN and build a robust wireframe prototype for your new function.
You get a solid concept of how your new function works, including a BPMN model and a comprehensive wireframe prototype.
Your benefit: Getting a clear vision of your new function rapidly
Substantial time saving
Realistic effort estimation
Reduced project risks
Your USP as a central reference
Our concept provides confidence
Acceptance among all stakeholders
Solid concept as your property
Free selection of the implementation partner
Typical use cases of the Function Booster
"How can we understandably respond to a client's major questions as part of their financial planning process?"
"We would like to incorporate hyper-personalisation in our asset allocation approach."
"We would like to add gamification features to our customer proposition."
"We would like to capture and employ a client's ESG preferences in a client-centric way."
Duration: 3-6 weeks
Your quick start for a new project plus reduced project risks thanks to a precise target vision.
We understand your objectives, draft a solution and revise it with your stakeholders.
You get a solid concept of how your new solution works, including a BPMN model, a comprehensive wireframe prototype, data & algorithm overview, priorities for an MVP, etc.
Your benefit - Getting a clear vision of your new project rapidly
Substantial time saving
Realistic effort estimation
Reduced project risks
Your USP as a central reference
Our concept provides confidence
Acceptance among all stakeholders
Solid concept as your property
Free selection of the implementation partner
Typical use cases of the Project Booster
"We need an advisory solution that supports & emphasises our USP."
"We want to assist our telephone advisers with superior software."
"We need to rethink our approach to investing."
"We aim to offer DPM for retail digitally, but we are insecure how to achieve this in a client-centric way."
This video gives you an insight into past Wealth Labs with a variety of customers.
Have you already explored our hub for videos and demos? There we provide you with exciting visual content around the topic of wealth management – including recordings of our webinars, thought-leadership videos and, pretty soon, demos of our products.
