Success Story

Digital Onboarding at Baloise

Baloise transforms new customer onboarding with Axon Ivy: Eliminating paper-based steps and implementing seamless digital workflows makes the entire process faster and more reliable, reduces errors, and increases employee and customer satisfaction.

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Digital Onboarding at Baloise

Facts and Figures

Challenges

Complex paper-based onboarding process with numerous media disruptions
Long processing times and high susceptibility to errors due to manual entries
No option for customers to complete the process online via self-service
Personal presence or time-consuming postal opening with notarized documents required

Solution with Axon Ivy

Central, digital platform for guided and self-service onboarding
Complete automation of the onboarding process including digital signatures and identification procedures
Seamless integration of existing systems such as Avaloq core banking software and archiving systems

Highlights

Faster processing thanks to fully digital processes
Improved data quality and lower error rate
Real-time overview of all customer applications for service employees
Adaptability of the platform to changing regulatory and operational requirements

Why Axon Ivy?

Proven expertise in the implementation of digitalization projects in the financial sector
Flexible adaptation to internal processes thanks to low-code approach
Future-proof solution thanks to scalable architecture for further automation projects
Robust compliance support for adherence to international and industry-specific regulations