Intelligent process logic for modern banking processes at acrevis

Data & AI

Process Automation

From August 20, 2024, instant payments can be made at the large Swiss banks. This is very convenient for customers - but financial institutions should soon expand their systems to include a data streaming platform with real-time fraud detection to ensure that customers benefit not only from instant but also secure payments.

the CHALLENGE

Complex product range, high demands on simplicity

The introduction of the new account world made the acrevis product range more comprehensive and differentiated. Nevertheless, the ordering process should remain intuitive for end customers in self-onboarding as well as for advisors. The central challenge was to design complex product logic, target group assignments, and optional components in such a way that orders are clearly structured, error-free, and easy to configure at any time.

the solution

Reusable process component with intelligent product logic

mesoneer collaborated with acrevis to develop a modular process component based on Camunda as a workflow engine and its own front-end framework. The solution maps fixed and optional product components, target group logic, and automatic assignments – supplemented by RPA-supported validations. The component was seamlessly integrated into the existing onboarding and ordering landscape and designed so that it can be reused in various processes in the future. Short iterations, joint workshops, and comprehensive testing resulted in an intuitive, robust, and scalable solution.

"The signature platform is simple and user-friendly, which was one of the reasons why we chose signeer."

Daniel Weckmann

Senior Sales Manager

THE RESULT

Simpler workflows, fewer errors, greater ease of consultation

The new component was introduced smoothly and immediately accepted by the advisors. Product orders are now more clearly structured, can be processed more quickly, and are significantly less prone to errors. The automated logic reduces manual clarifications, increases efficiency, and creates a noticeable improvement in quality for everyone involved – customers, advisors, and back office staff.

STATS

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$55

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99.9%

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Overline

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Advantages

Real-time monitoring of all transactions using data streaming

Fraud detection algorithms more accurate than human observation

No loss of speed

FAQ’s

Frequently asked questions

Question text goes here

Your contact for our Onboarding solutions

Short and concise description subtext goes here

Get in touch!

Daniel Weckmann

Senior Sales Manager

Schedule a call

Example H2

Written by

With the introduction of the new account world, acrevis needed a solution that intuitively mapped the complex product logic for customers and consulting teams. mesoneer developed a reusable process component that makes configuration, selection, and ordering equally simple, efficient, and error-free.

The Challenge

Complex product range, high demands on simplicity

the solution

Reusable process component with intelligent product logic

The close collaboration with mesoneer has created a future-proof, flexible solution – digital, intuitive, and usable for all customer segments.

Lukas Ossowski

Project Manager Digitalization

the result

Simpler workflows, fewer errors, greater ease of consultation

Advantages of acrevis by mesoneer

+59%

use of digital ordering processes since introduction

central processes (self-onboarding, consulting, product opening) use the component daily

100%

error-free product selection thanks to automated validation

advantages

FAQ’s

Frequently asked questions

No items found.

Process automation made easy!

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