id4 – the leading Swiss-based Software-as-a-Service (SaaS) Regtech company, specialising in the digital provision of Customer Lifecycle Management solutions for small and medium sized Financial Services institutions, is pleased to announce that it has successfully delivered a Robot Process Automation (RPA) solution to a Geneva based Private Bank.

The RPA solution was delivered within time and budget to enable our prestigious client to automate the onboarding of new Clients.

id4 undertook the project with a goal of automating several processes including:

  • Creation of customer profiles
  • Opening of sub-accounts
  • Placing of “buy” orders for selected financial products
  • Processing of commission payments to third parties.

Speaking about the successful delivery of the solution, Emmanuel Nay, Managing Director of id4 commented:

“We are honoured to have worked in partnership with our client to deliver a best-in-class and state-of-the-art solution to automate processes delivering substantial benefits across the organisation and we look forward to further developing our relationship. id4 is the go-to SaaS service for Regulation Technology (RegTech) and we pride ourselves on excellence in delivery to give our clients integrated solutions that are forward looking in terms of regulation and future-proofing for their business. We work with an increasing number of Financial Services companies and automating the onboarding process with a robot has been a rewarding experience that we very much look forward to building on going forward.”


June 15, 2021