VP Bank : goes for agile client consultancy

Tablets for personal advice

As part of the expansion of its services, VP Bank is making investment advice even more agile and tangible to customers. Starting at the beginning of October, client advisors will be gradually equipped with tablets, which will be used to simulate various investment proposals, including any adjustments suggested by the client during the consultation. As a result, the consultation can not only take place anywhere, the client also immediately sees, thanks to user-friendly visualization, how their portfolio could change and develop following minor adjustments. In this way, they can carefully evaluate the different investment options during the consultation, with the advisor at their side providing support and advice.

The implementation of digital investment advice combined with tablets represents another milestone in the bank's digitalization strategy. 'We believe the future model will be a combination of digital solutions and personal advice. Our customers benefit from first-class innovative tools, and they always have their usual contact at their side,' says Christoph Mauchle, a member of the Group Executive Management of the VP Bank Group.