Yainvest: User-friendly, insightful, and accessible Wealth Management Solution
Yainvest is a Swiss-based digital subsidiary established by BhFS gmbh. Created in 2007, BhFS Behavioural Finance Solutions is a spin-off company of the universities of St. Gallen and Zurich.
Their services are a good fit for wealth managers and retail banks with their own investment strategies. They also provide Behavioural Finance consulting services for savings & investments product design, education workshops, and Data and Advanced Analytics services to operationalize Behavioural Insights.
The methods are proven standard at Swiss WM and are a result of 10+ years of research, development, and delivery to 15+ financial institutions. Third-generation behavioral finance utilizes AI to analyze individual financial behaviors, preferences, and biases. It tailors personalized social nudges to guide clients towards optimal long-term financial decisions, transcending previous limitations and offering individualized strategies at scale.
Challenge
Company needed to redevelop a behavioral finance technology solutions for wealth and financial planning. Intended for integration into retail banks with their own investment strategies, financial platforms, and good fit for , etc.
Approach
SSI has assembled a strong development team to meet the initial needs of Yainvest, including:
We offered a wide range of services including software development, quality assurance, and more.
We quickly allocated 5 talented software developers who have the right skills and expertise for Yainvest’s projects.
We succeeded in fully integrating specialists into the team, ensuring full compliance with the company's culture, mission and values to ensure that we achieve our goals.
Value
Full integration SSI developers in the customer's scrum team
Finding the solutions, based on client’s needs in short time frame
Talents training investments for providing to customers the top-edge developers only
Constantly improving the collaboration with the client