Business Excellence

Private bank grows with the help of process automation

When the volume of structured financial products increases, an efficient platform is needed to deal with it: Lean, capable of expansion, fully integrated.

Customer Benefits

  • Rapid success due to stepwise approach.
  • Business value resulting from consistent focus and prioritisation.
  • Stable architecture despite continuous development.
  • Support both in business and IT.


One particular Swiss private bank that is a leading provider of structured financial products had clients that were increasingly demanding indivi-dualised products while at the same time being very sensitive about prices. In order to hold its own in this market, the bank developed an on-line platform with which the client advisor could structure and sell products rapidly and flexibly. Involving all the specialist departments in the automation and also the integration of the various different IT systems ensure success for the project.


In close co-operation with the client, Zühlke analysed and simplified the relevant business processes and derived the required IT initiatives. Thanks to strict prioritisation and an approach involving phased progress, the solution was put successfully into operation within a very short space of time. Since the initial implementation, hundreds of users have started using the platform, which is now a key factor in achieving business success.


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Photo: Mr Heinz Rudin

Heinz Rudin

Director Business Development
Banking & Financial Service Providers