Empowering Personal Bankers with Real-Time Mobile Insight

Rothschild & Co is one of the world’s largest independent financial services groups, with over 200 years of expertise in the financial markets. With a team of more than 3,800 specialists operating in over 40 countries, the company prides itself on delivering elite financial services to clients globally. Venturing into the mobile space for the first time, Rothschild & Co partnered with CreateFuture to empower its employees with a mobile app that would offer secure, real-time access to critical client information.

Rothschild & Co envisioned a mobile app that would enable its personal and private bankers to access real-time, accurate client information on the go. The app needed to integrate seamlessly with the company’s existing IT infrastructure, particularly its Microsoft Technology Stack, while ensuring the utmost security for sensitive client data. The objective was to create a tool that would not only streamline data access but also enhance communication, data quality, and overall productivity.

Developing a secure and efficient mobile app that integrated with Rothschild & Co’s existing systems posed significant challenges. The app needed to be robust enough to protect sensitive client information while being intuitive and accessible for bankers worldwide. Additionally, the integration with the Microsoft Technology Stack and existing CRM systems required careful planning and execution to ensure a smooth and seamless user experience.

Protection

Given the high stakes of handling sensitive client information, Rothschild & Co entrusted CreateFuture with the responsibility of building a secure mobile app. Our team conducted a thorough analysis of system integration points and API dependencies to create a secure environment tailored to Rothschild’s needs. This ensured that all data transmitted through the app was protected to the highest standard.

Integration

Rothschild & Co’s IT infrastructure was heavily invested in the Microsoft Technology Stack. CreateFuture developed a cross-platform mobile app using Microsoft Xamarin, ensuring seamless integration with the existing in-house Microsoft CRM. This allowed Rothschild & Co’s bankers to effortlessly access client data from anywhere in the world, providing them with the tools they needed to serve their clients effectively, regardless of location.

Collaboration

To ensure the app met the specific needs of Rothschild & Co’s bankers, CreateFuture worked closely with senior partners and stakeholders throughout the development process. By understanding their daily activities and requirements, we were able to implement a solution that integrated smoothly into their workflows. This collaboration was key to ensuring that the app was not only functional but also added real value to the users’ daily operations.

Modernisation

The successful integration of the app into Rothschild & Co’s CRM system modernised the bank’s processes, enhancing capabilities in multiple areas. The app improved team communication, dramatically increased data quality, and boosted productivity across the organisation. As a result, Rothschild & Co’s bankers worldwide now rely on the app to access critical client information and maintain high standards of service.