Case Study: Vontobel achieves streamlined, compliance-driven onboarding and enhanced relationship management with ACTICO

Vontobel Uses ACTICO Software for Customer Relationship Management and Compliance

Vontobel, a Swiss-rooted wealth and asset manager with CHF 268 billion in client assets and around 2,000 employees, needed a process-oriented CRM to support relationship managers during end-to-end onboarding while meeting strict compliance requirements. To centralize client data, capture family and business networks, and ensure regulatory checks across the customer lifecycle, Vontobel selected ACTICO and its CRM/onboarding software for customer relationship management and compliance.

ACTICO implemented a guided account-opening solution with dialogue control (wizard), onboarding and initial compliance checks, ongoing monitoring of customer data, graphical network representation, and automation of customer-care standards. The ACTICO software gives relationship managers complete, compliant customer dossiers for product recommendations, provides fine-grained control over customer potential and migration risk, and feeds management guidelines back into operations so performance and support standards can be measured.

Vontobel

Felix Lenhard

Chief Operating Officer & Member of the Group Executive Management