Digitalization of client management processes with Appway

Digitalization of client management processes with Appway

Key Challenges

Our client is a Swiss public bank and member of a network of 24 cantonal banks. Listed on the Swiss stock exchange, it is an important player recognized internationally.

In the context of its digitalization program, the bank wanted to provide to their advisors a new process for clients interview.

The main achivements of this project was related to :

The Appway solution already used by the bank has been the solution chosen for this project.

Our approach

To meet our client’s needs, our teams of Appway experts had to:

All of these actions were carried out over a period of 14 months, including testing, development and progressive deployment phases.


The realization of this project has enable major steps forwards for our client. The onboarding of new customers with Appway solution enabled to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.

Our client is now perfectly equipped to face its current challenges, by benefiting from tailor-made digital tools.

Profiles Involved

To realize this project, we involved our Appway experts:

Technologies & Partners

Discover our Hyperautomation and Digital Processes Automation (DPA) services.