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**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.

Analyze onboarding processes in Avaloq to accelerate customer activation and improve compliance.

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MIT License Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the 'Software'), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED 'AS IS', WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Customer Onboarding for Avaloq