Zühlke understood our needs right from the start, something it demonstrated to us throughout the whole process.
Valiant Bank asked Zühlke to comprehensively redesign its customer onboarding and change processes. The second stage called for the evaluation of a software solution for implementing these processes.
To ensure that the new processes increase efficiency and end to-end consistency significantly, from onboarding through to changes, a standardised process structure was developed. This was then applied comprehensively and consistently. The new structure – which is goes hand-in-hand with the IT architecture strategy – increases flexibility, allows for easy adaptation, and takes future digitalisation ambitions into account. The focus throughout was on customer benefit. Numerous interviews were carried out to consider the needs of existing customers and noncustomers as changes were made to the process.
In a comprehensive evaluation process, the criteria for selecting the software was determined and potential products were evaluated before a final choice was made. The aim was to find a thirdparty solution that would be compatible with the new target processes. From this, Zühlke provided Valiant Bank with clear recommendations for choosing a potential software provider and on the make-or-buy decision.
Director Business Development