MarketplacePartner SolutionsPartner SolutionCustomer Onboarding for Avaloq V2
Customer Onboarding for Avaloq V2

Customer Onboarding for Avaloq V2

by PartnerListingCompany

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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

Publisher

PartnerListingCompany

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License & Privacy

License Agreement

Privacy Terms

Technical

Updated

June 12, 2025

Verification

Partner Solution Verified

Support

Phone: +400201345

Link: https://docs.uipath.com/marketplace/automation-cloud/latest/user-guide/files-terms#5-support

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Resources

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