Case Study: Wiener Privatbank achieves automated, efficient onboarding and maximum transparency with OnBase by Hyland

Austrian capital market company maximizes efficiency and transparency with process automation

Wiener Privatbank, a Vienna‑based, publicly listed private bank serving global clients in 22 languages, faced a slow, error‑prone customer onboarding process. Staff had to select 15–20 documents from roughly 180 templates and repeatedly re‑enter client data, creating paper overload, long manual approval loops and high compliance risk.

OnBase by Hyland became the central digital workflow: account managers enter master data once, documents are auto‑generated, and barcodes allow signed paper forms to be scanned back into the correct application. Automated, risk‑based approvals and a core‑banking interface eliminated manual overrides, increased transparency and efficiency, reduced errors, and laid the groundwork for ongoing risk review.

Wiener Privatbank

Michael Wild

Head of IT Infrastructure