portfolio

Picasso is the corporate structure of the Bankverein. Since there were considerable adjustments to this company structure during the time of the merger of UBS AG and the Bankverein, the existing Microsoft Excel solution had to be replaced by a dynamic Access application. The aim was to be able to make manipulations to the tree structure quickly and easily. The application was implemented using Microsoft Access, VBA as well as SQL.

Project: After the merger of Swiss Bank Corporation and UBS AG, the aim was to combine the private banking clients of both companies and to reallocate them to the client advisors. For this purpose, a Microsoft Access application was created, which on the one hand carried out the planning for the reallocation of the customers, but on the other hand also monitored the status of the implementation. The application was realised using Microsoft Access, VBA and SQL.

Soundlike search algorithm: Regarding the purge of nameless assets, a special search algorithm had to be developed which could match names of account holders not by their spelling but by the sound of the name. For this purpose, a Microsoft Access application was developed, which had a special search algorithm capable of producing search results by calculation. The application was implemented using Microsoft Access, VBA and SQL.