UBS Group AG · SIX:UBSG
UBS — Investor Day (December 1999)
16 slides from UBS's investor day presentation, Dec 14, 1999
Slide 1: UBS Investors' Day: e-services
ab UBS Investors’ Day e-services Bill Johnson 14 December 1999
Slide 2: Contents
Contents Section 1 Group Internet Initiatives Section 2 e-services ab 11
Slide 3: Group Internet Initiatives
Group Internet Initiatives SECTION 1
Slide 4: Two Trends Create New Market
Two Trends Create New Market Europe, Personal Financial Assets, CAGR 99-02 80-150% Online 20-50% penetration Internet Offline 10-20% 0-5% Savings/deposits Investments From saving accounts to funds and securities Note: UBS market research ab 33
Slide 5: UBS has a Portfolio of Internet Initiatives
UBS has a Portfolio of Internet Initiatives Divisional Internet Internet Business e-services initiatives Council ♦ Internet-enable ♦ Build new business, ♦ Set Group's Internet existing businesses addressing new market strategic direction ♦ Build new client ♦ Stand-alone business ♦ Coordinate Group's
Slide 6: Collaborative Technologies
Collaborative Technologies … … transform client interaction ab 55
Slide 7: Collaborative Technologies
Collaborative Technologies ♦ Collaborative technologies as key enabler to enhancing UBS client franchise ♦ Integrate specialized buckets of knowledge on behalf of the client ♦ Transform interaction between clients and UBS ♦ Provide convenient, ubiquitous communication ab 66
Slide 8: e-services
e-services SECTION 2
Slide 9: Onshore Personal Investment Institution
Onshore Personal Investment Institution Markets Germany, UK, France, Italy ... Customers Affluent Investment centers, online channels, Channels telephone service centers Financial planning tools, financial Services analysis, asset allocation, decision support ... Cash management account, own Product
Slide 10: Aspiration to Shape European Affluent Banking
Aspiration to Shape European Affluent Banking ♦ e-services' aspiration is to become the leading pan-European personal investment institution for affluent individuals ♦ e-services will act as a UBS growth platform in Europe — selected acquisitions can be integrated in e-services ♦ UBS has built a str
Slide 11: Target Investment-Oriented Individuals
Target Investment-Oriented Individuals CUSTOMER PROPOSITION ♦ Laggards ♦ Savings ♦ Self-directed advice ♦ Investment advice seekers ♦ Financial planning ♦ Seek multi-channel offer ♦ Personalized asset management ♦ Brand sensitive ♦ Performance tracking ♦ Price shoppers, active ♦ Transactions traders
Slide 12: Leverage UBS Advisory Skills
Leverage UBS Advisory Skills Transact Advise Retain with customer customer customer Preferences/ risk profiling/ asset allocation Recommendation Alert due to to buy equity market fund movement Security Push personalized screening/ report to purchasing customer ab 11 11
Slide 13: Benefit of UBS Group Skills and Resources
Benefit of UBS Group Skills and Resources Group UBS Warburg ♦ Group resources Private Banking ♦ Cachet of UBS brand ♦ Trade execution ♦ PB advisory skills and ♦ Research capabilities capabilities ♦ Selected technologies ♦ e-services as platform ♦ Privileged access to for PB growth products (e.g., in
Slide 14: Networked Business Model with Multiple Specialists
Networked Business Model with Multiple Specialists e-services web Portals/Media IT Financial portal Web design Generic portal Customer Relationship Mgmt. Electronic media Core banking Printed media... Internet front-end Analytical tools... Channels Operations Internet Service Provider UBS Warburg (b
Slide 15: Human Resources and Governance Keys to Success
Human Resources and Governance Keys to Success ♦Rich mix of skills ♦From UBS, other financial Management Team institutions and other industries ♦International ♦Over 100 analysts, developers, Project Team marketers, product managers,… ♦Flat organization ♦Independent unit Governance ♦Reports to CEO ♦S
Slide 16: First Results Available
First Results Available Completed to date ♦ Marketing approach ♦ Brand ♦ Product and service catalogue Launch planned ♦ Functional prototype for Autumn 2000 ♦ IT architecture ♦ Installation of key components ♦ Preliminary functional release ♦ Selection of key service providers ab 15 15