CH&Co. Benchmark: Client Onboarding

Insights from the Client onboarding Benchmark for Swiss Private banks

When it comes to client onboarding, the productivity of swiss private banks has significantly increased since 2018

Private banks in Geneva are quickly adopting new digital tools to enhance and facilitate client onboarding process.

The dematerialization of account opening is a confirmed rising trend within Swiss private banks.

Reduction in the number of signatures required to create an account with a Swiss Private Bank.

Client feedback on the onboarding process is not systematically captured by Swiss Private Banks.

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