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Customer Onboarding for Avaloq
by Gabriel Chitic
0
Process Mining App Template
<100
Summary
Summary
Analyze onboarding processes in Avaloq to accelerate customer activation and improve compliance.
Overview
Overview
What: Provides complete visibility into the customer onboarding lifecycle in Avaloq, from initial request through KYC checks and final account setup.
Why: Reduces onboarding delays, minimizes drop-off rates, and improves regulatory compliance to enhance client experience and operational efficiency.
How: Integrates data from Avaloq CRM, onboarding portals, KYC/AML systems, and back-office tools, using UiPath Process Mining to surface inefficiencies and provide actionable insights.
Who: Banking operations teams, compliance officers, and customer experience leaders.
Features
Features
Problem Solved: Lack of visibility into onboarding inefficiencies, SLA violations, and process bottlenecks across fragmented systems.
User Benefits:
- Faster time-to-activation by identifying delays in document processing and approvals
- Improved compliance tracking across KYC/AML activities
- Reduced customer abandonment through optimized onboarding flows
- Unified view of process performance across channels and regions
Estimated Time Savings:
- Save up to 3–5 days per onboarding cycle by eliminating approval delays and manual rework
- Reduce 10–20% of customer drop-offs through optimized onboarding paths
- Save 5–10 hours per week for compliance teams through automated KYC performance monitoring
Key Features:
- Real-time bottleneck & SLA violation detection (save up to 3–5 days per cycle)
- End-to-end process visibility across Avaloq and connected systems
- Integration with Avaloq CRM, KYC/AML tools, core banking, and ticketing systems
- Customizable dashboards for compliance, operations, and sales teams
Additional Information
Additional Information
Dependencies
There are no dependency with the product
Deployment
- cloud
License & Privacy
MIT
Privacy Terms
Technical
Updated
June 11, 2025Works with
Process Mining: 24.10 - 25.10
Support
UiPath Community Support
Resources
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