Abinaya VelusamyProgram & Product Manager
CASE STUDY · UBS GOLD

Trading gold from a banking app.

Gold is a default asset in a Swiss portfolio, but buying it was still an analogue errand. This shipped as a standalone MVP to prove the demand, then moved into UBS Mobile Banking, through pilot users, and out to domiciled clients in stages.

CSAT 4.5/5+ ~CHF 3M annual revenue 20K+ users 6+ releases · 12+ sprints
UBS Gold Vault inside the UBS Mobile Banking app
// THE_PROBLEM

Everyone wants gold. Nobody wants the errand.

In Switzerland, physical gold isn't an exotic asset. It's a normal part of how households hold value. The demand was never the question. The path to owning it was.

Buying gold the traditional way meant a dealer or a branch appointment, bar sizes that set the entry price far above what most people wanted to commit, and pricing you couldn't easily compare. Then the part nobody plans for: once you own a bar, you have to keep it somewhere and insure it. And when you want to sell, you have to go and find a buyer.

01

Entry was gated by physical bar sizes rather than by how much a client actually wanted to invest.

02

Storage and insurance became the client's problem the moment they took delivery.

03

Selling meant finding a counterparty: the asset was liquid in theory, inconvenient in practice.

04

Clients who did everything else in an app had no digital route into a mainstream asset class.

The bank's side of the problem was distribution. Gold sat behind advisory and branch channels, so it reached the clients who asked for it and effectively nobody else, while the segment growing fastest expected to open, fund and trade from a phone.

// PRODUCT_STRATEGY

Prove it standalone. Scale it through the bank.

Building gold trading directly into UBS Mobile Banking as a first move would have meant committing to the bank's release train, its regulatory review and its entire client base before knowing whether anyone would buy gold from a phone at all.

So the sequence was deliberate: ship a standalone app as the MVP, prove the demand and the mechanics with real money and real clients, and only then earn the right to sit inside the bank's flagship app, where the distribution is.

PRINCIPLE 01

MVP outside the core

A standalone app could move at its own pace and be discarded if the thesis failed. Validation first, integration second.

PRINCIPLE 02

Remove the ownership burden

Clients own physical gold held in a UBS vault, with delivery to their home address if they want the bars. Ownership without the logistics.

PRINCIPLE 03

Earn scale in stages

Integrate, pilot with a controlled group, then widen by domicile, so entitlement and compliance were proven before volume arrived.

// ROADMAP

MVP, then integration, then reach.

Five stages, each one earning the next. The standalone MVP de-risked the proposition; the integration de-risked distribution; the pilot and the domicile-by-domicile rollout de-risked compliance and volume.

R1

Standalone MVP

Shipped gold buying and selling as its own app: the smallest thing that could prove clients would trade a physical asset digitally, without waiting on the bank's release cycle.

R2

Validate the thesis

Real transactions, real custody, real support load. The MVP answered whether demand existed and what the operational reality of vaulted gold and home delivery actually looked like.

R3

Integrate into Mobile Banking

With the proposition proven, gold moved inside the bank's flagship app, reusing existing authentication and entitlement so there was no second login and no second onboarding.

R4

Pilot group

Released to a controlled set of pilot users first, to test the integrated journey and the entitlement rules at low volume before exposing the wider base.

R5

Phased rollout by domicile

Widened progressively to other domiciled clients. Domicile drives eligibility for a regulated product, so rollout was staged deliberately rather than switched on at once.

// DESIGN

Borrowed patterns, not new ones.

The MVP proved the flows; the integration had to make them feel native. Rather than porting the standalone app's interface, every screen was reassembled from the bank's existing mobile design system: components clients already recognised, which removed the need to teach anything new and shortened accessibility and brand review.

Flows were prototyped in Figma and walked through with compliance, front-office and engineering in the same room, deliberately, because a gold trade has regulatory constraints that surface faster in conversation than in a document. What emerged: an entry point inside the client's portfolio view, a vault screen showing holdings against live CHF pricing and performance history, and buy/sell flows that reused the bank's existing confirmation and audit patterns.

// DELIVERY

Shipped in slices, inside the bank's cadence.

Delivered as Product Owner across Agile and hybrid sprints, feeding into the Mobile Banking portfolio's existing release train. I owned the backlog and the release sequencing, converting requirements into shipped increments and running RAID across the migration: the dependency on the bank's authentication service and the pricing feed were the two risks tracked hardest, because either could stop a release.

Governance updates, release status and risk summaries went to senior stakeholders every cycle. Over the programme this scaled into governance across 8 agile crews in the wider Mobile Banking portfolio.

MY ROLEProduct Owner · Authorized Officer, UBS
DELIVERYAgile & hybrid sprints on the bank's mobile release train
SHIPPED6+ production releases across 12+ sprints
RISKRAID on auth entitlement and the CHF pricing dependency
TOOLSFigma · Jira · Firebase Analytics · continuous feedback
// WHAT_THE_CLIENT_GETS
OWNERSHIPPhysical gold, held in a UBS vault
DELIVERYBars can be sent to the client's home address
TRADINGBuy and sell in-app, no branch visit or dealer
ELIGIBILITYSwiss-resident UBS clients, 18+, via Mobile Banking or E-Banking
// OUTCOME

The MVP proved the demand, and gold shipped successfully into UBS Mobile Banking, reaching pilot users first, then domiciled clients in stages. The banking application it became part of sustained CSAT above 4.5/5 and an estimated annual revenue contribution exceeding CHF 3M, with digital banking releases in this portfolio reaching 20K+ users.

Figures are portfolio-level for the digital banking application this feature became part of, not attributable to Gold Vault alone.