Long-term business objectives
The core value that Clear Minds deliver is deeply personalized portfolio proposal generation, tailored to specific goals and focused on long-term investments and diversification. Though to bring the additional potential for scaling and provide investors with more complete experience, we introduced several features that empower users to use the advice they get right away.
Clear Minds introduces a sharpened digital onboarding process and an extremely time-efficient, scaling-ready combo of online and offline advisory services.
Together, we aimed to design an advisory & investment platform that ensures a seamless investment management experience, and focused our efforts on several long-term objectives:
Become an all-in-one advisory solution for Swiss investors
Provide personalized digital experience across asset management
Empower users to execute the advice they received right on the Clear Minds platform