Digitalization of Customer Processes

Digitalization of Customer Processes

Our client needed support in digitizing customer relationships and optimizing business processes in order to meet the demands of a dynamic financial environment.
was looking for a reliable partner who could offer efficient and transparent solutions using innovative and future-proof technologies.

Headquarters: Zurich

Employees: approx. 7,000

CHF 3.85 billion in revenue (2022)

CHALLENGE AND REQUIREMENTS

  • Digitization of customer relations through the use of new technologies and further development of the business model
  • Pressure to innovate: Participation and influence in the dynamic environment of financial innovation (FinTech)
  • Gradual integration of the operational business of European subsidiaries through harmonization of the technological infrastructure and standardization of business processes

SOLUTIONS

  • Optimization and digitization of business processes in the area of account opening
  • Optimization and digitization of business processes in the area of customer risk management
  • Design, implementation, and introduction of case management solutions to support operational processes

Employee Quote

Digitization and harmonization

By combining process expertise with technological and implementation skills, ISR has made a significant contribution to both the digitization of customer-centric processes and the harmonization of the application and technology landscape.
Birger van der Spek
Managing Consultant
Birger_SoMe (1)

WHAT THE CLIENT VALUES IN US

  • Reliable partner in the areas of technology, processes, and projects.
  • Efficient projects from initiation and resource planning to implementation
  • Use of future-proof technologies through strong partnerships (IBM partner since 1995, now IBM Platinum Partner)

CLIENT VALUE

High transparency through standardized processes

high automation and efficiency

Ability to quickly onboard additional clients

TECHNOLOGIES WE HAVE EMPLOYED

ISR Information Office
With the ISR Information Office, you can manage your files and processes clearly and securely in one central location.
IBM Case Manager
The case manager supplements the content manager with a process level.
IBM Logo on a blue background
IBM FileNet Content Manager
Highly scalable platform for easy, secure document storage and management.
IBM Logo on a blue background
IBM Datacap
With Datacap, you embark on the foundational journey towards digitalization.
IBM Logo on a blue background

CONSULTING SERVICES

Input Management Consulting
Ensure the intelligent processing of incoming documents.
Digitalization Consulting
Rely on cutting-edge technologies, sophisticated (business) processes, and end-to-end digitalization consulting.
Process Management Consulting
Understand and optimize your processes through our consulting services.

ARE YOU INTERESTED IN FURTHER CASE STUDIES?

Would you like more information about our services?
THEN PLEASE CONTACT US!