Case Study: VT Wealth Management AG achieves streamlined onboarding in 10 weeks with Appway Client Onboarding

VT Wealth Management AG - Customer Case Study

VT Wealth Management AG turned to Appway when it urgently needed to replace its existing account opening and CRM solution after a legal separation, with access to customer data at risk. The company needed an integrated CRM and client onboarding process tailored to wealth management, and the full project had to be completed within a tight three-month deadline.

Appway implemented Appway Client Onboarding, delivering a wealth management-specific CRM and streamlined onboarding process that fit VT Wealth Management’s existing workflows. The solution was fully implemented in just 10 weeks, included migration from the old CRM, and achieved 100% user acceptance, while also reducing IT complexity, automating approvals, and improving compliance and data quality.

VT Wealth Management AG

Thomas Fedier

Chief Executive Officer