Banque Cantonale Neuchâteloise
Digitization of Customer Experience and Operational Excellence
The Challenge
The Cantonal Bank faces the challenge of adapting to increasing customer demands and technological advancements while adhering to a complex regulatory framework concerning anti-money laundering, personal data protection, and Know Your Customer (KYC) requirements. In this context, digitizing the onboarding process is a strategic imperative to meet customer needs and expectations while optimizing the bank's performance. Digitization allows for a seamless and fast user experience, reduces costs and error risks, and increases operational efficiency.
It is crucial for BCN to enhance the customer experience, reduce costs, and increase operational efficiency to remain competitive in the financial sector.
Our Approach
Our Solution
1
Identifying Critical Points for Digitizing the Onboarding Process Through Workshops with Relevant Departments.
2
Development of Processes and a Detailed Roadmap, Highlighting Changes for Users and the Benefits Provided.
3
Concept Validation and Drafting of Detailed Specifications for the Integration Partner, Testing, and Deployment of Solution Increments.
Current and Target Process Blueprint
Clarification of the current state and desired future state of the onboarding process. Highlighting the necessary improvements and transformations to achieve the bank's digitization objectives.
Business Analysis and Banking Knowledge
Collection of banking rules and integration into the solution to enhance advisor guidance, reduce error risks, and ensure compliance with current regulations. Automatic generation of documents, and KYC requirements integrated into the process.
From Strategy to Execution
Support throughout the strategy, from concept creation to solution implementation. Smooth and efficient transition to the new digitized process, with ongoing monitoring and support. Facilitated adoption of the solution through continuous assistance.
Domain of Activity
Strategy
Business Analysis
Solution design
Architecture
Sector
Finance
YEAR
2022
The Banque Cantonale Neuchâteloise (BCN) is a cantonal bank offering the services of a universal bank, particularly in the areas of commercial banking and wealth management, to contribute to the economic development of the Canton of Neuchâtel.
Our Other References
Want to learn more?
- How did our workshops with relevant departments help identify critical points for digitizing the onboarding process at BCN?
- What were the key benefits and user changes highlighted in the detailed roadmap and process development for BCN's digital transformation?
- How did we ensure a smooth transition and successful adoption of the new digitized onboarding process at BCN, from strategy to execution?