Discover Excellence in Client Onboarding Processes

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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.

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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


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