Case Study: Pictet accelerates digital onboarding and compliance with FNZ Group

Pictet - Customer Case Study

Pictet, a multinational private bank and asset manager, faced challenges in efficiently and accurately processing a high volume of client documents for its global wealth management onboarding. This cumbersome, paper-based process created operational inefficiencies and concerns for their teams. To overcome this, Pictet partnered with vendor FNZ to implement a digital onboarding workflow solution.

The solution from FNZ was a configurable digital workspace that streamlined the entire client onboarding process. It automated document management, processed credit requests digitally, and managed complex compliance needs like KYC reviews. This implementation allowed Pictet to process thousands of documents digitally each month, dramatically improving operational efficiency, data security, and the client experience while providing full transparency for compliance.

Pictet

Peter Wintsch

Chief Information Officer