Case Studies

Introduction of a digitally supported, holistic consulting process for a Swiss universal bank

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

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