Case Study: Investec achieves streamlined client onboarding and improved compliance with AppWay

Investec - Customer Case Study

Investec Bank Switzerland, part of Investec, wanted to modernize its client onboarding and KYC processes while improving service for relationship managers and clients. The bank faced a manual, paper-heavy workflow that made onboarding cumbersome and increased the risk of compliance errors. It turned to AppWay and its Appway Client Onboarding solution to streamline the process.

AppWay implemented a single, guided onboarding application with step-by-step KYC business rules, simplifying profiling, improving visibility, and reducing compliance risk. The results were strong: the process was fully implemented in just 3 months, 754 customers benefited from a more intimate and valuable service, and 10 relationship managers saw a significant increase in job satisfaction.

Investec

Stephen Brooks

Head of Client Services