International
Helping UBS safely migrate Credit Suisse customers at pace following the merger, delivering a seamless, customer‑centric transition at global scale.
In 2023, UBS came to us with a challenge: following their merger with Credit Suisse, they needed to migrate over 1 million customers safely and quickly. They were under scrutiny from the market, the general public and their regulators. And competitors were circling. They needed to move at pace but were also acutely aware of the risk profile such a migration brings.
Jointly we developed a customer centric migration solution that could solve the challenge of moving the customers safely and quickly without impacting the existing UBS client base and business. This approach was known as the Customer Migration Factory – a combination of tooling and combined delivery capabilities.
Our firm brought together a talented international team across ten different markets to help stand up and manage the Customer Migration Factory in the critical in scope booking centres. We tapped into the best talent our firm had to offer, regardless of their location.
Keeping our international team aligned, engaged and integrated was key to the project’s success. We helped them overcome barriers. We kept them motivated and focused on their objectives. We worked closely with UBS and developed a new way of working with small, empowered teams, bringing the teams together in a way not often seen by the industry. Any doubts on achievability and viability were replaced with strong determination and a real can-do spirit that permeated across all teams.
Ultimately, we delivered on UBS’s objectives and requirements. And we couldn’t have done it without our integrated and motivated international team.
View the profile in the MCA Members Directory.