Holistic, digitized consulting process
- Different highly paper-based, non-standardized and sometimes ineffective consulting processes for different customer segments (private customers, private banking customers, corporate and commercial customers)
- High inefficiency due to manual effort for preparation and follow-up
Introduction of a holistic, harmonized and tool-supported consulting process:
- oriented to the needs of the customers
- for the bank’s entire range of services
- harmonized for all customer segments of the bank (private customers, business customers)
- Fully digitally supported and multi-channel capable
- integrated into the existing system landscape
- developed from scratch with client advisors and the bank’s experts
Timeframe
approx. 36 months (currently being implemented)
Proof of state change
- Increase the effectiveness of the financial statements and increase in earnings
- Increased efficiency in preparation and follow-up
- Expected additional income of approx. CHF 13 million within three years after introduction
"We are building the best consulting process in Switzerland!"
Medium-sized Swiss universal bank