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Breathing life

into financial services

Innovative products and services for the
Asset and Wealth Management industry

contact us

Products, Solutions and Services

We help wealth and asset managers to stay relevant for their clients, their shareholders and society, with software products, out-of-the-box innovations and passionate expert teams.

Products

Our Software- Business expertise and design distilled in software built by the best architects and developers in the industry.

Solutions

Our convictions - leverage blueprints, concepts and prototypes for new propositions and product offerings which will drive the investment industry tomorrow

Services

Our expertise - multi-disciplinary teams support your product development with investment management, experience design and technology expertise

products

Open Banking Data Platform and Advanced Porfolio Analytics

Hawkeye is a modular OpenAPI data and portfolio analytics platform that enables wealth managers and family offices to  provide their clients with state-of-the-art reporting and advanced portfolio analytics on aggregated multi-custody portfolios, including crypto assets and non-bankables.

Solutions

Goals Based Advice

Goals-based advice is an alternative to the traditional risk-profiling approach based on modern portfolio theory. Instead of starting with risk tolerance, goals-based advice focuses specifically on meeting clients' financial objectives, by maximizing the likelyhood of achieving a future cashflow.

Client Tailored Advice

An end-to-end mass-customizable client facing investment process. Leveraging state-of-the-art quantitative portfolio optimization and portfolio health monitoring. Enabling banks  to provide tailored investment solutions at close to zero marginal costs.

Thematik Investments

Tailored thematic investment advice considering clients preferences on sustainability and impact investing. Our solution blueprint for an innovative service leveraging quantitative technologies and direct indexing.

services

Our product design services fuse in-depth financial domain knowledge, award-winning experience design, technology expertise and research.

We provide our clients with multidisciplinary teams of industry veterans, designers and technologists to create innovative service propositions.

Business Design Services

We provide industry veterans and investment specialist, that will elaborate ideas for new business models and propositions.

We support your entire product lifecycle with skilled product managers that help you in your agile development process.

Experience Design Services

Our designers come with fresh ideas and passion for the industry. We have created experiences for the leading brands in international private banking.

Our design teams will create digital journeys and customer interactions that users will love.

Technology Design and Development Services

Our senior domain solution architects come with years of experience in the industry and will help you design the right solutions.

Whether you would like to outsource the product development or develop internally, our expert development teams welcome the challenge.

User and Competitive Research

Together with our partners from academia and field research we conduct user and market explorations.

We test and validate your decisions in product and service strategy and help you find the right pricing and distribution models.

©productfield

Supported by proprietary accelerators, our industry leading product design process ensures business viability, emphasizes user desireability, guarantees technological feasibility, and confirms marketability.

Our experts will support you at every step of the agile product development lifecycle based on our adapted service design process.

frame

Before embarking on the journey, it is crucial to understand the strategic drivers of your business and to agree on what defines success

What we do:

Stakeholder interviews

Strategy review

Boundary mapping

What you get:

Design brief

Design principles​

Product design plan

Empathize

To decide on the appropriate route we understand tour realities, strength and weaknesses relative to competitors and with best practices in mind.

What we do:

Business architecture review

Service mapping

IT architecture assessment

What you get:

Business capapability assessment

As-is service map

Architecture pain points

diagnose

Mapping our the right route to the top, we jointly decide on the design problem to solve and elaborate on opportunities together.

What we do:

Opportunity mapping

OKR definition

Prioritization workshops

What you get:

Opportunity matrix

OKR candidates

Organisational readiness assessment

Ideate

Enthusiatically facing the challenges ahead, we fuse our developed concepts with fresh ideas created together with tour team.

What we do:

Ideation sessions

To-be service mapping

Product field analysis

What you get:

Business concepts and propositions

Business value vs. complexity scoring

To-be journey maps

Prototype

Climbing the steepest slopes we rapidly prototype your future service experience, develop new methodologies and design the technical solution.

What we do:

Business process engineering

Experience prototyping and user validation

Technology proof of concepts

What you get:

Target processes and methodologies

Experience prototype

Solution architecture​

plan

Energized from enjoying the view, we set you up for the next peak with an implementation blueprint and plan for execution,

What we do:

Requirements engineering

Roadmap and change planning

Cost estimation & budget planning

What you get:

Backlog and roadmap

Delivery TOM

Business case

Execute

We support you on all further hikes as software implementation partner, with turn-key solutions and expertise for in-house deliveries.

What we do:

Agile product management

Design operations

Technology advisory & engineering

What you get:

Agile cross-functional teams

Turn-key solutions

Joint venture and partnerships

frame

Before embarking on the journey, it is crucial to understand the strategic drivers of your business and to agree on what defines success.

Empathize

To decide on the appropriate route we understand your realities, strengths and weaknesses relative to competitors and with best practices in mind.

diagnose

Mapping out the right route to the top, we jointly decide on the design problems to solve and elaborate on opportunities together.

Ideate

Enthusiastically facing the challenges ahead, we fuse our developed concepts with fresh ideas created together with your team.

Prototype

Climbing the steepest slopes, we rapidly prototype your future service experience, develop new methodologies and design the technical solution.

plan

Energized from enjoying the view, we set you up for the next peak with an implementation blueprint and plan for execution.

Execute

We support you on all further hikes as software implementation partner, with turn-key solutions or expertise for in-house deliveries.

why us

We learned what works and what doesn't

We have served market-leading firms, developing their innovative and complex investment-services. From these experiences we have learned what works and what doesn’t.

Design methodologies, frameworks and processes

Our product design methodologies, heavily based on Design Thinking, help us ensure user focus, shared product vision alignment, and concept validation.

Long term relationshipts and co-investment

We believe in long term relationships and are willing to invest as needed as well as co-invest in innovative products​.

A blend of the most sought after skills.

We are a team of industry veterans, quants, experience designers and technologist with unique and varied skillsets. What we have in common is our passion for product innovation and investment management.

Agility beyond buzzwords

We are experts in agile product management and development. We have successfully been introducing agile processes at leading private banks delivering measurable results on change efficiency.

Insituationalized experience

We have been investing heavily into reference architectures, blueprints, methodologies and ready-made software. With these, we are able to considerably accelerate time to market, minimize risks and protect budgets.

We learned what works and what doesn't

We have served market-leading firms, developing their innovative and complex investment-services. From these experiences we have learned what works and what doesn’t.

Design methodologies, frameworks and processes

Our product design methodologies, heavily based on Design Thinking, help us ensure user focus, shared product vision alignment, and concept validation.

Long term relationshipts and co-investment

We believe in long term relationships and are willing to invest as needed as well as co-invest in innovative products​.

A blend of the most sought after skills.

We are a team of industry veterans, quants, experience designers and technologist with unique and varied skillsets. What we have in common is our passion for product innovation and investment management.

Agility beyond buzzwords

We are experts in agile product management and development. We have succesfully been introducing agile processes at leading private banks delivering measurable results on change efficiency.

Insituationalized experience

We have been investing heavily into reference architectures, blueprints, methodologies and ready-made software. With these, we are able to considerably accelerate time to market, minimize risks and protect budgets.

trusted by
team
Amanda Heredia

Amanda Heredia

Product Designer

Martin Dubrou

Martin Dubrou

Product Designer

Andrea Panzitta

Andrea Panzitta

Product Manager

Gabor Fekete

Gabor Fekete

Lead Developer

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Heiko Sundermann

Heiko Sundermann

Partner

Christian Koeppel

Christian Koeppel

Partner

Samy Abou-shama

Samy Abou-shama

CTO

Megan Morrow

Megan Morrow

Management Support

Valentino Baptista

Valentino Baptista

Head of Design

Amanda Heredia

Amanda Heredia

Product Designer

Martin Dubrou

Martin Dubrou

Product Designer

Andrea Panzitta

Andrea Panzitta

Product Manager

Gabor Fekete

Gabor Fekete

Lead Developer

Heiko Sundermann

Heiko Sundermann

Partner

Christian Koeppel

Christian Koeppel

Partner

Megan Morrow

Megan Morrow

Management Support

Samy Abou-shama

Samy Abou-shama

CTO

Valentino Baptista

Valentino Baptista

Head of Design

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