Case Study: LGT harmonizes global client onboarding with FNZ

Harmonizing client onboarding processes globally

LGT, an international private bank, faced the challenge of harmonizing its client onboarding and Know-Your-Customer (KYC) processes across its numerous global locations. Having grown rapidly, LGT partnered with FNZ to develop digital workflows that would remove administrative burdens on its relationship managers and ensure the highest levels of compliance.

FNZ implemented a completely digital solution that integrated with LGT's existing application landscape. The FNZ team provided consultancy to roll out and optimize these harmonized workflows globally, incorporating various local regulatory requirements. The results included significant time savings for relationship managers, standardized processes across all locations, and enhanced transparency and control for booking centers, ultimately providing a better client experience.

LGT

Christian Klammer

Senior Group Project Manager