UFG Wealth Management is the oldest Family Office in Eastern Europe, founded in 2005. UFG Wealth Management has an outstanding reputation for providing tailored investment, legal, and financial solutions for HNWI.
Web-app which includes the following sections:
UFG Wealth Management has several offices across the globe. There was a need for organising a single directory where each employee would have a public profile. The project team designed a section in Employee portal which included:
The Company performance is a sum of individual employees performances. The main goal of the portal was to help employees to create and follow an individual development plan. The section for that included features for the following processes:
Both ‘Business objectives’ and ‘Development areas’ are go through approval process. Employee’s boss and an HR-spec help to focus on right goals, and to stay focused.
Teamwork is believed to play the crucial role in UFG Wealth Management business. Thus the indicators of such a work have to be taken into account in the process of personal development. To achieve the objective assessment the project team has delivered these features:
Directual turned out to be the right choice. We haven’t faced the situation when something couldn’t be built due to platform restrictions. Directual seems to have no such restrictions. As a result we have created a product which fully matches our business requirements. I suppose we couldn’t have achieve that if we had chosen a ‘ready-to-use’ solution or any other platform.
Andrey Mamon, IT director at UFG Wealth Management
The project scope was not fixed. UFG Wealth Management leaders needed to launch the product and then run some experiments. Directual platform allowed the project team to quickly adapt the product to new requirements. Moreover, the platform helped to build the strong fundament for further product development and company digitalisation.
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