How we helped a swiss private bank digitalize its administrative processes

TTE was asked to digitalize the administrative processes using robotic automation to increase efficiency.

Size of the prize: Together with key senior stakeholders, we defined the overall target and the approach – combining digitalization technologies such as RPA, process mining and workflow automation with process reengineering.

Bottom-up potential: In one-to-ones with key stakeholders from different departments and seniority levels of the bank, we gathered use cases as well as the key inputs for a business case calculation. Using a triage methodology, we only investigated cases with significant potential.

Substantiation and decision: To prepare C-level decision making, we aggregated use cases by technology and department and built a sensible proposal for implementation.

Implementation: After the green light for the prioritized initiatives, we drove the implementation together with an IT partner.

1. 30 initiatives defined and five prioritized
2. Cost savings of 20% per use case
3. Significant increase in excitement for digitalization initiatives