Design and implementation of 6 strategic digital initiatives

Client Needs & Objectives

Objectives:

  • Automation and streamlining of the client management lifecycle and KYC/Due Diligence processes employing advanced digital technologies
  • Six key process improvement areas have been identified

Scope:

  • Client Management
  • Compliance / KYC

Techniques:

  • Design thinking workshops
  • Agile development
  • Technologies: RPA, OCR, NLP…

Our approach

1. Data mapping and solution design:

  • Mapping of the client lifecycle data flow and design thinking workshops to design the tools to be deployed

2. Development with AGILE approach:

  • Incremental development combining several technical layers (i.e. OCR, RPA, Machine Learning, NLP, etc.)

Client Benefits & Main Results

  • Streamlining of the E2E Client Lifecycle

  • Strong buy-in from end-users

  • Scalability to regional and global level

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JOINING FORCES TO SHAPE A BOLDER FUTURE FOR OUR CLIENTS

After 13 years of a wonderful journey, alongside talented colleagues and valued clients, it is time for Chappuis Halder & Co. to begin a new adventure as Capgemini Invent.

 

As thinkers and doers, we have supported clients around the world and have consistently invested in expertise to provide thought leadership and deliver impactful projects related to Finance, Risk and Compliance ESG, Business development and Organization transformation, Data, Tech, and Cybersecurity.

 

Joining forces with Capgemini Invent presents an extraordinary opportunity to accelerate and go above and beyond as a global team to “Seize the full potential of financial services”.

Our journey continues as

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