overview

what. we did for UBS Optimus foundation

We were approached by the UBS Innovation Lab to help with refining the platform concept, creating the design and taking care of the implementation. We consulted the team to define a realistic scope and product roadmap, subsequently we developed a digital platform to collect donations.

customer

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 was started to explore recent 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 primarily causes related to health, education and child protection systems as well as tackling environmental degradation and climate change.

  • World class governance – The foundation is linked to a global wealth manager staffed with philanthropy experts at UBS.

1

Modern fundraising

The Optimus Foundation was looking for new, digital ways to access donors in order to digitalise their fundraising methods & processes.

2

Speed to market

The project was time sensitive and started only 3 months ahead of the planned launch date for UBS’ internal Global Giving Campaign in 2019.

3

Product roadmap

The platform’s broad functionality presented challenges to deliver the product on time and required revisiting the scope with stakeholders & buy-in to develop in iterations.

Goal

Our main target

  • Helping UBS build a digital platform to collect donations for various causes listed by the UBS Optimus Foundation

Summary

How we did it

testimonials

what. clients say

We work together with what. because we appreciate a lean and close cooperation and need a partner who is capable of helping to shape the improved digital donor journey. They were able to deliver fast, whilst navigating our corporate environment and keeping all stakeholders involved. ”

Martin Meyer
Head of the Global Wealth Management Innovation Lab