Case Study: Swiss Life Asset Managers achieves digital, compliant onboarding with Stacc AML & KYC Management

Swiss Life Asset Managers - Customer Case Study

Swiss Life Asset Managers, an asset management firm, faced the challenge of digitizing their client onboarding to meet KYC/AML compliance regulations, improve customer interaction, and integrate a CRM into their processes. They partnered with Stacc to address these needs with a tailored solution.

Stacc implemented its AML & KYC Management solution, which included an investor portal for client interaction and integrated CRM functionalities. The results included significant time savings through automation, improved client communication, and a seamless platform for customers to manage investments. Stacc provided a comprehensive platform that successfully met Swiss Life’s compliance and digitalization goals.

Swiss Life Asset Managers

Fredrik Holter

Head of Compliance & Risk