Case Study: UBS Switzerland accelerates digital onboarding with FNZ

Attracting new clients with a slick digital experience

UBS Switzerland (formerly Credit Suisse) sought to attract new generations of clients by addressing their rapidly diversifying needs and preferences for digital interaction. The bank needed innovative ways to tap into new market segments and better serve its future clients. To meet this challenge, they partnered with vendor FNZ to implement a persona-driven digital onboarding capability.

FNZ designed and delivered a slick digital onboarding experience that allowed new clients to open an account in under 15 minutes from home. The solution featured minimal form-filling, e-signatures, and integrated ID checks. This resulted in a dramatic 65% reduction in error rates and significantly improved data quality and back-office efficiency for the bank. The scalable FNZ platform provided a harmonized, multi-channel experience for clients across different global segments.

UBS

Aaron Mechelke

Vice President Digital Solutions and Delivery