The process revolution for banks
Client onboarding and client retention in a 100% digital customer journey!
Transform your onboarding and retention processes into digital customer experiences
With the ajila Platforms for banks, we help to efficiently and digitally handle all business processes from KYC (Know Your Customer), lead generation via mortgage calculator to the conclusion of all customer contracts with online forms, contract generation and electronic signatures with one solution approach. Up to several thousand PDF documents and contracts become a digital experience thanks to our platforms and know-how based on over 20 years of experience.
Through continuous conversion optimization
Higher customer satisfaction
Through unique user experience
Thanks to digital process automation
Thanks to form full service
Use Case: Client Onboarding
Client Onboarding enables companies to handle their new client process completely online at the highest legal level using qualified electronic signatures (QES).
- ajila Cloud Platforms
- Operation & Maintenance
CDO | Swisscom (Schweiz) AG
"Our subsidiary Ajila has implemented a digitized account opening process at a cantonal bank that allows customers to open an account without human intervention. Online identification takes place via smartphone, is legally recognized and absolutely secure. This is an innovation. The advantage is now becoming apparent with the bank merger. In March, there were six times as many online account openings as in the first two months."
This is why banks trust us
Ajila always treats customer data confidentially and is compliant with CH-DSG and EU-GDPR
- Data processing
Form data is only stored temporarily and is irrevocably deleted after successful transaction
Form data is only processed at an ISO 27001 cloud provider in Switzerland
The form data is always encrypted during transmission and at rest
Very restricted access policy by vetted employees of ajila AG or Swisscom. Accesses only allowed from Switzerland
- Consistent identification
Data collection & identification is carried out in accordance with the Money Laundering Act (GwG), zertES & eiDAS
More conversions thanks to digitization
We would be happy to show you how we not only digitize processes for banks, but revolutionize them.
- Increase your conversion rate by providing your customers with simple and automated onboarding and retention processes that are available 24/7.
- Identify your customers at the highest level according to the Money Laundering Act (GwG), zertES & eiDAS and cover all FINMA and BaFIN requirements
- Automatically authorize your customers to sign at the highest level with our identification process: the Qualified Electronic Signature.
Benefit from our excellent relationships with our renowned partners from day one.