what. we did for UBS Optimus foundation

We were approached by the UBS Innovation Lab to refine the platform’s concept, crafting the design and implementing it. We consulted the team to define the digital product development roadmap and realistic scope. Subsequently, we developed a digital platform to collect donations.


Who is UBS Optimus foundation?

The Innovation Lab is part of UBS, the largest wealth management firm in the world. The Global Wealth Management Innovation Lab explores trends and developments in the wealth management space.

  • Wealth distribution – The UBS Optimus Foundation is a grant-making foundation that offers UBS clients a platform to use their wealth to drive positive social and environmental change.

  • Impact – The foundation supports causes related primarily to health, education, and child protective systems. They also tackle environmental degradation and climate change.

  • World class governance – The foundation is linked to a global wealth manager staffed with UBS’s philanthropic experts.


Modern fundraising

The Optimus Foundation wanted to optimize their fundraising system, simplifying the user experience through modern digitalisation.


Speed to market

This was a time sensitive project initiated only 3-months before the scheduled launch of UBS’s Global Giving Campaign in 2019.


Product roadmap

The platform’s broad functionality presented challenges to a timely delivery. Success meant revisiting the project’s scope with stakeholders and buy-in, developing in iterations.


Our main target

Build UBS a digital platform capable of collecting donations for the various causes they feature


How we did it


what. clients say

“We worked with what., because we appreciate a lean, tight-knit collaboration with a partner capable of improving the digital donor journey. They delivered rapidly, managing to navigate our corporate environment and keep all stakeholders involved.

Martin Meyer
Head of the Global Wealth Management Innovation Lab