Nidwaldner Kantonalbank
Zürich
NKB Automates the Onboarding Process for New Customers
- 07 August 2026
- 100%
- Permanent position
- Zürich
Job summary
The NKB is streamlining its onboarding process for new customers. This automated solution enhances efficiency and simplifies compliance with regulations.
Tasks
- Automate the onboarding process for new clients at NKB.
- Support staff from initial contact to account opening.
- Integrate future regulatory requirements into workflows easily.
Skills
- Experience in banking and familiarity with compliance regulations.
- Strong understanding of customer service needs.
- Proficiency in process automation tools.
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About the job
The onboarding of new customers, known as "Onboarding", is becoming increasingly complex for banks due to growing regulations in combating money laundering. NKB is now relying on an automated solution for this process. The new onboarding supports NKB employees in qualifying and registering new customers, from the first customer contact to account opening. Around 50 customer advisors as well as the back office now follow a structured process tailored to NKB's needs.
Efficiency Increase through Automation
The business rules define all required data and documents. "The main advantage of the new system is that our advisors can focus on customer needs while the process automatically guides them through all necessary steps," explains Hugo Berlinger, Head of Service Centre at NKB. "This automation increases efficiency on the one hand and reduces duplication in data entry." Future regulatory requirements can also be seamlessly, dynamically, and with minimal effort integrated into the once defined workflow.
After the successful onboarding project, NKB is focusing on further process automation. "Thanks to the flexibility of the Appway platform, we can digitise even more processes and thus increase our operational efficiency," says Hugo Berlinger confidently.
Appway is a company based in Zurich. It supports various financial institutions in developing sustainable and automated solutions with the aim of improving their internal processes, enabling an optimal customer experience across all channels, and always complying with applicable regulatory requirements.
Contact
Peter Bircher
Head of Marketing & Communications
Phone 041 619 22 60
peter.bircher@nkc.ch
