THE PROJECT
A large cantonal bank set itself the goal of modernising its digital advisor interface, with the main objective of achieving high efficiency through consistent process optimisation. Rigorous validations will eliminate repetitive back-office checks, while process orchestration and end-to-end process integration will eliminate redundant data entry. Employees are provided with a modern user interface that helps them to quickly gain an overview of their customers. Advisers can find all the information and functions they need for their daily work in one central location. For example, the modern interface allows them to prepare for upcoming customer meetings. The new interface also makes it easier to switch to the relevant specialist applications. In addition to advisors, other departments such as the back office and compliance also benefit from the new advisor interface. They are provided with the necessary information and functions according to their role.
OUR CONTRIBUTION
abaQon supported the bank in the evaluation of a suitable process engine and managed the development project in which the new system was implemented. abaQon represented the bank’s interests vis-à-vis the IT provider and ensured that the budget, scope and required quality were adhered to. abaQon also developed a training concept tailored to the bank’s needs. For the approximately 800 future users of the system, abaQon developed a training concept tailored to the bank’s needs.
REALISED ADDED VALUE
With the help of the modern Advisor user interface and the integrated process engine, it has been possible to automate and speed up a number of processes. Thanks to the clear user guidance in the processes, the error rate in the corresponding workflows has been significantly reduced.
Project Responsibility
Roland Liniger, Senior Manager
Co-Author
