Reporting with a signal effect

The use of artificial intelligence is still in its infancy in the world of finance. One company that is driving this development forward is Swissquote. The online bank has set itself the goal of making artificial intelligence applications available to as wide an audience as possible. The robo-advisor launched in 2010 is an example of Swissquote's openness to new approaches. With it, the company provides customers with a partner in the form of a robot that makes decisions and takes the resulting actions for them.

Future-oriented appearance

90 percent of institutional shareholders, analysts and private shareholders of all age groups use the annual report as a basis for decision-making. Swissquote wanted to do justice to this fact by credibly communicating its courage to innovate with a new overall image. Readers today want to know what goals a company has set itself and how it intends to achieve them. The image section of the annual report provides an opportunity to do this. It can contain stories about a company's vision for the future and show how thematic leadership is already shaping the present.Swissquote wanted to clearly distinguish itself from other financial service providers with a new, powerful image that reflected its self-image without compromising on seriousness. This goal of the relaunch was clearly achieved. The new website has a fresh and target group-oriented look. The theme of "Decision Making" forms a thematic bracket. The connections within this bracket in the Swissquote annual report are explained by none other than the internationally renowned brain researcher Prof. Gerhard Roth. For example, he tells the reader: "Good financial and investment decisions are those in which unconscious motives and conscious goals coincide."

Incentive for top performance

"Thinking and saying the supposedly impossible is just as much a part of our corporate culture as the joy of making decisions." This statement by Marc Bürki, CEO of Swissquote, was both an incentive and a challenge for the entire project. During the preparation phase, Swissquote's key personnel were closely involved in the development and decision-making process in order to achieve the company's communication goals, resulting in an online-first strategy that ideally combines digital and print. It was implemented with a new, comprehensive online report and an integrated quick report. The quick report, a video that explains facts and figures to the quick reader in 90 seconds in the distinctive Swissquote style, is also distributed on social media. The digital presence is complemented by the new printed "Facts & Figures" short portrait for selected target groups. In addition to all content, the financial report is also available as a CD-compliant PDF in the download center of the online report.

Online First

Customer and project-specific workflows guarantee maximum efficiency and create scope for more creativity. The development of digital and print objects takes place in parallel, and the realization is cross-media. This approach significantly reduces costs and effort compared to separate processes. The online presence is formative: annual reports become more lively and impress not only through their design power, but also through the intelligent integration of interactivity.

Pioneering work

According to Marc Bürki, people with experience in traditional investment advice are also enthusiastic about robo-advisory and are opting for the greatest possible autonomy and independence in wealth management. It is therefore essential for Swissquote that the company serves all current and future target groups with high-quality financial information in digital and printed form via the right communication channel. Swissquote is also doing pioneering work in communication and impresses with reporting that has a signal effect: it confirms the image of an innovative company.