Robo Advisory Initiative

Client Needs & Objectives

The client needed our help in to define, develop and deploy an automated investment advisory service, called Robo Advisor.

The objectives were as follows:

  • Acquire new customers, repatriate current customer exposures and reconnect with current customers
  • Increase revenues via management fees
  • Meet customer expectations for those who wish to benefit from the client’s expertise in portfolio management while retaining control over their investment decisions
  • Offer an innovative service
  • Help to improve portfolio diversification
  • Better manage client risk

Our approach

From defining the guidelines to deploying and monitoring production:

  • Drafting the guidelines, including the definition of the model and the target organisation
  • Designing the customer journey and UX/UI
  • Overseeing the implementation using Agile Development Methodology
  • Supervising the project’s change management, communication and marketing
  • Defining the testing strategy and conducting the tests
  • Tracking potential developments

Client Benefits & Main Results

  • New investment advice solution

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After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.


As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.


Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

Our journey continues as