Client and Advisor Portals for Banks

Mobile, web, branch, and back office should work together. In many banks, however, channels speak different data languages, and client context is lost with every handover. In addition, legacy portals, custom-developed solutions, and control requirements are often integrated late in the implementation process. This turns omnichannel into a vision rather than a seamless client experience. adesso creates the connection: between channels, systems, advisors, and clients.

Micro-Frontends and Custom Portals

We develop client and advisor portals based on micro-frontends – modular, scalable, and independently developable. Independent teams can deliver individual applications and features autonomously. A shared design system still ensures a consistent experience across web, advisory, and agent channels. Existing legacy portals are replaced step-by-step – without a big bang and without unnecessary risks to ongoing operations.

Multi-Platform Delivery

One product team, multiple devices: We develop digital experiences for web, mobile, and advisory efficiently and consistently. Depending on requirements, we use Flutter, React Native, or native technologies for iOS and Android. Shared design tokens and reusable components ensure a consistent user experience and reduce development effort.

End-to-End Integration

A modern frontend is only valuable if it is seamlessly connected to the existing banking architecture.

We integrate your portals into the systems you already run – including:

• Identity and Access Management
• electronic signatures
• secure document exchange
• client and account data
• advisory and business processes

So exists a seamless experience from the first contact to the completed transaction.

Maintaining Client Context

An omnichannel approach is more than just providing multiple channels. The key is that information, tasks, and next steps remain available across all channels. A client starts an application on mobile, continues on desktop, and completes it together with her advisor. An advisor sees not just master data in the cockpit, but the full context: previous interactions, open tasks, documents, and relevant notes. So this turns isolated touchpoints into connected journeys.

• 30% time freed up per advisor: At one of the largest insurers in Switzerland, relationship managers previously used five to ten systems per client. A unified cockpit with an AI copilot bundles key information and supports meeting preparation, follow-ups, portfolio monitoring, and compliance alerts.
• 80% less paper-based effort: At a Swiss pension reinsurer, a headless omnichannel platform replaces paper-based workflows with digital submission and real-time synchronization. This creates a single, reliable dossier – from intake to payout. This reduces paper-based effort by 80% and simultaneously improves transparency and processing efficiency.
• Modernize Step-by-Step. Scale Sustainably: We combine user-centricity, modern frontend architectures, and the integration of your existing banking systems. This is not about a complete restart, but a controlled path from legacy portals to a modular, cross-channel platform. Create client experiences that connect advisory and technology – with client and advisor portals from adesso