Case Study: Union Bancaire Privée improves meeting efficiency and engagement with Sherpany

Union Bancaire Privée grows Sherpany users from 19 to 57 over 4 years

Union Bancaire Privée (UBP), a major Swiss wealth and asset management bank, faced a challenge with its leadership meetings, which relied on the time-consuming and inflexible process of printing large volumes of documents. Seeking to optimize its decision-making process, UBP turned to the vendor Sherpany for a digital solution.

By implementing Sherpany's meeting management platform, UBP replaced its paper-based processes with secure, timely digital distribution. This solution, which included using Swiss data centers to meet strict compliance requirements, resulted in a more streamlined decision-making process and significantly increased participant engagement. The measurable impact for UBP was a substantial growth in usage, from 19 to 57 internal users, as more teams sought to adopt the tool after seeing its benefits for the board and executive committees.

Union Bancaire Privée