Project: After the merger of the Swiss Bankers Association and UBS AG, the goal was to bring together the private banking clients of both companies and reassign 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 customers, but on the other hand also monitored the status of the implementation. The application was implemented using Microsoft Access, VBA and SQL.

• After the merger of UBS AG with the Swiss Bank Corporation, all customers of the Private Banking group (both major banks) will be transferred to the newly formed major bank UBS AG.
• The customer advisors of both companies will be merged and assigned to the regions.
• The customers of the regions are assigned to the newly assigned account manager, provided that the customer agrees to a change of account manager.
• An application (Microsoft Access 2.0, Microsoft
Visual Basic for Application), which uses the system data to make appropriate assignments and generates evaluations (Microsoft Access 2.0) or status reports (Microsoft Excel, VBA).
• Requirement Engineering.
• Create a data model using Dezign.
• Implementation of customer requirements using Microsoft Access 2.0, Microsoft isual Basic for Application.
• Microsoft Excel.
• Testing and documentation (user and technical).