Zürcher Kantonalbank educates clients about structured products utilising Modelity’s technology

Zürcher Kantonalbank offers product visualisation and transparency to clients using Modelity’s Presentations, Simulators & Performance Reporting.

Zürcher Kantonalbank, one of the leading financial services providers in Switzerland, is using Modelity to create products’ performance reporting, educational product’s presentations and scenario analysis simulators for their clients.

Modelity’s interactive presentations demonstrate how various product types work and describe their fundamental attributes. Clients can adjust market performance in scenario simulators to visualise how it impacts product performance.

Using Modelity’s technology “the customer discovers for himself/herself whether he/she understands the product and whether it will meet his/her preferences,” says Paolo Vanini, Head of Structured Products. “Thanks to the new tools the customer recognises what the benefit of the structured product is, and in which market scenario the investment is meaningful.”

The presentations & simulators support all devices and can be viewed on mobile platforms (Tablets and Smartphones) such as Apple’s iPad/iPhone and Google Android devices. Modelity automatically customises the tools to the device and browser used by the client.

Modelity’s performance reports visually illustrate various aspects of a product’s logic and performance based upon calculations performed by Modelity’s payout engine. In addition, using Zürcher Kantonalbank’s calculation methodology, Modelity has successfully incorporated the calculation of Corporate Events into Zürcher Kantonalbank’s performance reports.

“We are happy to work with Modelity to offer our clients the highest level of transparency and visualisation of structured products,” said Hans-Georg Vetter, Head of Structured Products Sales. “It is very important to us that our clients understand the products that we sell, and invest in the products that match their financial goals.”

“Working with Zürcher Kantonalbank has been a pleasure,” said Eran Elad, Vice President of Sales. “Their commitment to ensuring that their clients receive the best tools has let us utilise the top qualities of our educational technology.”

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