Euristiq

BACKGROUND

Please describe your company and position.

I am the Managing Director and Global Head Sustainable Finance Legal of UBS

Describe what your company does in a single sentence.

From gaining new experiences in different roles to acquiring fresh knowledge and skills at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people with their unique backgrounds, skills, experience levels and interests  who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company. With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate. That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Euristiq to accomplish?

• it was to completely reimagine how clients interact with our wealth management services digitally making it seamless, secure, and intuitively structured.

SOLUTION

How did you find Euristiq?

• Online Search
• Clutch Site

Why did you select Euristiq over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from Euristiq were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

From the outset, Euristiq demonstrated a grasp of the financial sector's nuanced demands. Their approach wasn’t just technical; it was consultative. They began with a discovery phase that was as strategic as it was detailed. They engaged key UBS stakeholders from our compliance officers to front-end relationship managers to map not only the technical requirements but the behavioral expectations of our users.

The core deliverables were spread across three verticals:

1. Web Application Architecture and Development: They built a new modular platform from the ground up using microservice architecture, which allowed us to decouple and manage service layers such as identity verification, secure file upload, and transaction history individually. This became essential for our long-term scale and security goals.
2. UX Design Overhaul: Their design team delivered a customer-centric experience informed by real usage data and co-created with UBS product leads. They employed interactive prototypes and usability testing to ensure the interface was both visually coherent and functionally elegant. I still recall a client feedback session where one of our long-time clients described the new dashboard as “predictably intuitive.”
3. Payment Integration: Perhaps the most challenging component was integrating compliant digital payment methods into our ecosystem. Euristiq led the charge in API integration with a third-party processor while maintaining Swiss and EU-level regulatory alignment. Their engineers worked closely with our InfoSec teams to ensure every transaction was audit-ready and tamper-proof.

Notably, the entire implementation was done without interrupting ongoing service a feat that speaks volumes about their ability to plan, test, and deploy incrementally.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The outcomes were visible almost immediately following deployment. Internal teams reported a sharp drop in client onboarding time, thanks to the simplified digital KYC flow. More telling was the change in user behavior we saw increased engagement during off-market hours, indicating clients were more comfortable navigating the platform independently.

One particular win came during an investor summit, where we demoed the new platform to a select group of family offices. Their reception was enthusiastic, especially regarding the clarity of the portfolio visualization tools and the integrated payments dashboard. One portfolio manager remarked, “This brings the private banking experience to my fingertips without sacrificing sophistication.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

From a project management perspective, Euristiq was exemplary. They worked in agile sprints, but their cadence was tailored to our pace, not the other way around. Sprint reviews were structured and succinct, and documentation was always thorough not just for handover, but for future scalability. When we requested a mid-scope change to accommodate a new region-specific reporting feature, they absorbed the feedback, reassessed priorities, and turned around a viable solution within two sprints all without disrupting the broader timeline.

What was your primary form of communication with Euristiq?

Email or Messaging App

What did you find most impressive or unique about this company?

What we found most distinctive about Euristiq was their blend of engineering discipline and human-centered design thinking. They didn’t just deliver what we asked for they offered what we didn’t know we needed. Their ability to move between high-level strategic vision and low-level technical detail is rare

Are there any areas for improvement or something Euristiq could have done differently?

If there’s any room for improvement, it’s possibly in their knowledge sharing cadence with our internal tech team. While we did receive excellent documentation, some of our engineers would have benefited from more structured shadowing opportunities during key architectural decisions. This is minor in the context of the overall success but worth noting for similar future collaborations.

BACKGROUND

Please describe your company and position.

I am the CEO of Soralink

Describe what your company does in a single sentence.

We help manufacturers to prevent critical machine failures with our predictive maintenance solution powered by AI sensors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Euristiq to accomplish?

IoT infrastructure

SOLUTION

How did you find Euristiq?

Referral

Why did you select Euristiq over others?

Referred to me

How many teammates from Euristiq were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

They provide expert cloud infrastructure development services in a on-going basis

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our platform has gained maturity, has now very few failures, and we are ready for 1000+ sensors

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They don't provide proj management services in our case. We managed it ourselves.

What was your primary form of communication with Euristiq?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We're very pleased with their level of expertise, professionalism, and availability; we are overall very satisfied.

Are there any areas for improvement or something Euristiq could have done differently?

We needed to transit paiement in US$. We would prefer it to be in Canadian $. This would be possible if their bank is in Canada.

BACKGROUND

Please describe your company and position.

I am the Creative Content Manager of a software company

Describe what your company does in a single sentence.

Digital Twin Platform

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Euristiq to accomplish?

• Integrate New UI for SaaS Platform

SOLUTION

How did you find Euristiq?

Referral

Why did you select Euristiq over others?

• Great culture fit
• Good value for cost

How many teammates from Euristiq were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project was to integrate new UI and functionality for a digital twin application that encompassed advanced visualization and IoT data for enterprise customers.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Euristiq communicated well and moved quickly; they were able to complete tasking and demonstrate progress on a weekly basis.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Project management was excellent, they were able to quickly jump on all of our questions or bugs and delivered results in a timely manner.

What was your primary form of communication with Euristiq?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Euristiq was an exceptional team to work with; they work hard and produce results, but don't sacrifice personability to get things done, very pleasant group to work with.

Are there any areas for improvement or something Euristiq could have done differently?

n/a

BACKGROUND

Please describe your company and position.

I am the CEO of Heart Zones

Describe what your company does in a single sentence.

Smart technology, education and exercise training for schools, health clubs, and individuals.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Euristiq to accomplish?

• Develop a cloud portal

SOLUTION

How did you find Euristiq?

Referral

Why did you select Euristiq over others?

Company values aligned

How many teammates from Euristiq were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Develop a cloud portal that connects a second party iPad application to the cloud to store and track data.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

It worked and our customers liked the solution and find it valuable.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Each sprint was completed on time.

What was your primary form of communication with Euristiq?

Virtual Meeting

What did you find most impressive or unique about this company?

That the company was located in Lviv, Ukraine and 1/5th of the way through the project the Russians invaded Ukraine. This full-scale war did not stop those working for Euristiq as they worked through air raids, bombings, loss of electricity, and the unimaginable stress of writing code during the biggest European war since WW II.

Are there any areas for improvement or something Euristiq could have done differently?

No