Client onboarding are the critical activities occurring when financial institutions initiate a relationship with a new client. Major objectives relate to validating client identity, funds origins and the investment profil fit with bank offer. A successful onboarding is evaluated with client satisfaction, process duration and ability to enforce compliance requirements.
To meet these achievements SmartWave provides its Business Process Management approach and a process automation solution based on Bonita BPM technology.
Come and discover how this innovative solution aiming at offering a facilitated and controlled environment when opening accounts has been successfully implemented at Banque de Commerce et de Placements, resulting in a better customer experience and offering an enhanced process to BCP employees.
AGENDA
Morning session: Improve your company results with digital client onboarding solution
Audience: Legal officer, Compliance Manager, CIO, Business Analyst, Solution Architect
8:30 – Registration
9:00 – SmartWave – Digital client onboarding solution
10:00 – Bonitasoft – Financial processes experiences
10:30 – Coffe break
11:00 – Banque de Commerce et de Placements – Testimonial
11:45 – Roundtable (Banque de Commerce et de Placements – Bonitasoft – SmartWave) – Processes automation in financial industry
12:30 – Lunch break / Networking
Afternoon session: Discover what’s under the hood of a digital client onboarding solution
Audience: Solution Architects, Developers
14:00 – Bonitasoft – Bonita BPM technical solution overview
14:30 – Bonitasoft – Bonita BPM user interface design tool
16:00 – Coffee break
16:30 – SmartWave – Client onboarding solution
17:30 – Apero / Networking
