Appway Client Onboarding and CRM for Wealth Management: From Delivery to Value in Just 3 Months!
ZURICH, April 5, 2012 /PRNewswire/ --
Financial Institutions often go through periods of change and finding flexible yet sustainable solutions during this time can be a huge challenge, intensified by the pressure of approaching deadlines.
When Swiss private bank VT Wealth Management AG legally separated from Vontobel Holding, replacing the shared client onboarding (COB) and CRM Solution was of paramount importance. Otherwise, a fast approaching cut-off would result in irreversible loss of data.
In less than 10 weeks, Appway delivered their Client Management edition for Wealth Managers, not only meeting VT Wealth Management AG's expectations but greatly surpassing them by remaining within budget, producing a time-to-value of just 3 months, and predicting a total payback period of just 6 months. According to Thomas Fedier, CEO of VT Wealth Management AG "The speed and quality was crucial to us and Appway was able to deliver." Read the full success story in more detail here.
Fast Results with Process-Driven Solutions
"Appway's efficient, seamless, process-driven solutions prove quicker, more transparent, and most importantly significantly reduce the time between initiating a client relationship to generating value," according to Appway CEO Hanspeter Wolf. VT Wealth Management AG experienced the results immediately; the ability to manage customers in-house with the combined Client Onboarding and CRM Solution (including a 360-degree client overview) and a significant reduction of IT complexity and maintenance with a single system for client management.
According to Natalia Hofer COO, VT Wealth Management AG "Appway provides huge visibility into any client-related topic. With Appway's process-driven client onboarding approach, Management and Compliance are well informed about any client-relevant amendment." Appway's combined solution ensures that the companies' policies and access rights are automatically adhered to, and teams can work together more effectively by having a complete overview of all of their clients.
Read the full Success Story here.
About Appway
Appway is the market leader in process-driven client onboarding solutions and the choice of the world's most renowned brands in the Finance Industry.
About VT Wealth Management AG
VT Wealth Management AG is an independent wealth management company that is headquartered in Zurich. http://www.vtwealth.ch
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SOURCE Appway Software AG
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