aixigo Wealth Lab
listen, think, create, iterate

aixigo Wealth Lab – Workshops to create new services

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.

Benefit from our expertise and network and enrich your innovation funnel.
Impulse Session
1 Day
Gain certainty about the feasibility of your new service idea.
Idea Evaluator
3 Days
Enthuse your stakeholders with a vivid visualisation of a future user experience.
Imagination Pitch
5 Days
Your quick start for a new feature plus reduced project risks thanks to a precise target vision.
Feature Booster
5-10 days
Your quick start for a new project plus reduced project risks thanks to a precise target vision.
Project Booster
3-6 weeks
Doing the Right
Doing it Right

Our Customers

X

Team & Network

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, Lead Consultant, 14 years professional experience, 80+ projects at aixigo
Bernard Ehrlich, Director Wealth Lab, 32 years professional experience, 80+ projects at aixigo

Wealth_Lab_Benjamin_Boehnke_aixigo
Benjamin Böhnke
Wealth_Lab_Bernard_Ehrlich_aixigo
Bernard Ehrlich

We know our limits! Our extensive network of specialists in law, research, economics and technology enables us to bridge gaps swiftly.

Business Value

Reduced project costs

Reduced project costs by at least 20%.

Reduced time-to-market

Shortened time-to-market due to a rapid project kick-off and reduced loops caused by vague requirements.

Reduced project risks

Reduced project risks thanks to realistic effort estimation that is based on a sufficiently granular target vision.

Increased commitment

Galvanise your stakeholders and create commitment for the project through exceptional output quality at enormous speed.

Reduced project costs

Reduced project costs by at least 20%.

Reduced time-to-market

Shortened time-to-market due to a rapid project kick-off and reduced loops caused by vague requirements.

Reduced project risks

Reduced project risks thanks to realistic effort estimation that is based on a sufficiently granular target vision.

Increased commitment

Galvanise your stakeholders and create commitment for the project through exceptional output quality at enormous speed.

Impulse Session
Impulse Session
+
-
Impulse Session

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?"

Idea Evaluator
Idea Evaluator
+
-
Idea Evaluator

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?"

Imagination Pitch
Imagination Pitch
+
-
Imagination Pitch

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?"

Feature Booster
Feature Booster
+
-
Feature Booster

Duration: 5-10 days

Your quick start for a new feature 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 feature.

You get a solid concept of how your new feature works, including a BPMN model and a comprehensive wireframe prototype.

Your benefit: Getting a clear vision of your new feature 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 Feature 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."

Project Booster
Project Booster
+
-
Project Booster

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."

Did the aixigo Wealth Lab spark your interest?

Should you have any questions about the offering or you already have an idea which service suits you best, we would be delighted to hear from you.

Impressions from previous aixigo Wealth Labs

This video gives you an insight into past Wealth Labs with a variety of customers.

Start an Innovation Lab with us

Download now!

Discover our videos & demos!

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.

Discover our videos & demos!

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.

Inspirierende Artikel

February 22, 2022

Hargreaves Lansdown to spend £175m to 'redefine wealth management'

During the six months to 31 December, the FTSE 100-listed company saw profit before tax fall by 20% to £151.2m, down from £188.4m for the prior-year period.

Read more
2
January 26, 2022

After 10 Years, Digital Transformation Still Eludes Most Banks

Many banks and credit unions haven't progressed nearly as much as they think. Even those who rely on fintech partnerships (…) frequently overstate their commitment to such strategies.

Read more
1
February 22, 2022

Hargreaves Lansdown to spend £175m to 'redefine wealth management'

During the six months to 31 December, the FTSE 100-listed company saw profit before tax fall by 20% to £151.2m, down from £188.4m for the prior-year period.

January 26, 2022

After 10 Years, Digital Transformation Still Eludes Most Banks

Many banks and credit unions haven't progressed nearly as much as they think. Even those who rely on fintech partnerships (…) frequently overstate their commitment to such strategies.

February 14, 2022

So investieren die Anleger der Neobroker – und diese Fehler machen sie dabei

Wer sind die Nutzer der Smartphone- und Low-Fee-Broker? Dem ist eine DIW-Studie nachgegangen.

March 22, 2022

Europas Neobanken wenden sich Anlageprodukten zu

Während das Geschäftsmodell von Neobanken zunächst auf einfache Basisprodukte beschränkt war, wird das Angebot nun zunehmend um Anlageprodukte bereichert.

March 17, 2022

Was vermögende Anleger bewegt – und was die Schweizer Deutschland voraus haben

Was wollen vermögende Anleger eigentlich wirklich? Eine internationale Avaloq-Umfrage unter vermögenderen Privatinvestoren (...).

March 15, 2022

Kryptowährungen etablieren sich als Anlageklasse

Anfang November 2021 erreichte die Marktkapitalisierung aller Kryptowährungen einen Höchststand von 3,1 Billionen US-Dollar.

February 23, 2022

Überrendite: ESG-Fonds schlagen konventionelle Produkte

Absolut Research hat den Markt für nachhaltige Aktienfonds und die Performance von Vermögensverwaltern untersucht.

February 17, 2022

Neuer Leitfaden für Finanzberatung in Arbeit

Ab August müssen Berater nicht nur finanzielle Situation und Risikobereitschaft ihrer Kunden prüfen, sondern auch auf die Wünsche beim Thema Nachhaltigkeit eingehen.

Newsletter

Stay informed about the latest industry news with our newsletter and be the first to receive all news from the aixigo universe.