KI Beratung und Entwicklung für Unternehmen
Wir beraten Sie und entwickeln massgeschneiderte KI-Lösungen mit Retrieval-Augmented Generation (RAG). Profitieren Sie von unseren kostenlose 1-stündige KI Beratung und legen Sie den Grundstein für Ihren nachhaltigen Unternehmenserfolg!
OnSite
Online
Diese Unternehmen vertrauen auf mesoneer
Use Cases for mesoneer’s Digital Client Onboarding Suite
On-site Onboarding
Personal and modern
Paperless
Immediate Product Origination
Self Onboarding
Mobile first UX
Accessible anytime, anywhere
Immediate Product origination
OFFERING
Software Enhancing Digital Trust
We are part of every customer relationship. Thus, mesoneer offers a range of products for different fields of application within your customer lifecycle.
01
Select customer type
Select the customer type for the new account: individual, associated person, or business.
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Choose desired product
E.g. private account, pillar 3a account, etc.
02
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identification
ID checks can also be done digitally: identify individuals beyond doubt – even in accordance with AMLA standards, if necessary.
04
Verification
Verify your customers’ digital credentials – ensuring maximum security, seamless compliance, and lasting trust in every interaction.
05
decisioning
Our data checks verify important information about potential business relationships within seconds – for smart decisions with minimal risk.
06
Forms
Use interactive web forms and dynamic contracts to generate exactly the documents you need for your customers.
07
signature
Sign smarter: with our e-signature platform signeer,
contracts are signed digitally, quickly, and securely.
08
integration
Seamless connections: we integrate core systems and applications to ensure smooth processes and a unified customer journey.
09
automation
Work smarter: with AI and low-code automation, we accelerate processes, cut costs, and create efficiency.
10
data
Data is the new oil: with data platforms and AI agents, we refine and manage information efficiently – ensuring compliance, unlocking value, and building lasting confidence.
Angebot KI Beratung
Machen Sie Ihre KI-Idee zur Realität:
01
Kostenlose KI Beratung
The application supports multiple tenants and therefore allows bank-specific adaptations. These include the following customizations:
Branding per client
Product configuration incl. description, criteria, product bundles with several products as well as the configuration of additional products such as e-banking and cards
Legal information and exclusion criteria
Automatic reminders
Bank-specific components
02
Connection to commercial register
During the onboarding process, the applying company can be selected in the commercial register. The relevant data is automatically transferred and can then be completed. Sole proprietorships that are not listed in the commercial register are also permitted and can be entered manually.
03
Digital identification and signatures
The integration of m_IDeal makes it easy for people to identify themselves digitally – securely and in compliance with the Anti-Money Laundering Act (AMLA). The generated documents can then be signed in one go with a qualified electronic signature (QES).
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04
Validating addresses
Both the addresses of the authorized representatives and those of the specified supervisory authorities are validated using a linked address service.
05
Keeping track with the dashboard
The application's dashboard simplifies the further processing of incoming onboarding cases and thus supports the back office.
Users of the bank can access the dashboard via personal login.
Overview of current and closed cases.
Detail view of the individual onboarding cases.
Channel change from "on-site" to "online" and vice versa for identification and signature.
Creating a new guided onboarding case.
Export of data of completed cases including signed basic contract, identification information and json file containing the recorded data for further processing in internal bank systems.
INSPIRATION
Inspiration für Ihr nächstes KI Projekt
KI Agent
Ermöglicht den direkten Zugriff auf interne Dokumente, Berichteund Wissensdatenbanken für schnelle, fundierte Entscheidungen.
Improved data quality
The transfer of data from onboarding ensures high data quality and minimizes errors. This makes it much easier to process the cases in the back office.
Always available
The solution allows you to always be there for new customers - no matter when and where.
Integration Possible
mesoneer offers the optional connection to third-party systems such as core banking, CRM and archives, but does not require a connection to internal banking systems. All data can be processed directly via the export function.
Saas solution
As a SaaS solution, the onboarding solution is fully operated and maintained by mesoneer. However, the entire operation or parts of it can optionally also be carried out on-premise.
Ready to use
mesoneer's digital onboarding as a service is configured in no time and quickly ready for use – without the risk of a large-scale project.
Unsere Referenzen
Blog
Alles zu Daten und KI
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Digital Onboarding
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Elektronische Signatur
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Online-Identifizierung und qualifizierte elektronische Signatur
Online-Identifizierung neu sowohl mit Pass als auch mit Identitätskarte für Vertragsabschlüsse mit hohen Compliance-Anforderungen.
Digital Onboarding
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Elektronische Signatur
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Neue Digital-Onboarding-Lösung für das ESPRIT Netzwerk
Der IT-Dienstleister für Banken und Finanzdienstleister ESPRIT Netzwerk AG nahm diese Woche seine neue Digital-Onboarding-Lösung der Softwareherstellerin mesoneer AG in Betrieb. Die Applikation unterstützt Use Cases zum Self-Onboarding und zum Guided-Onboarding in Bankfilialen und deckt dabei sowohl natürliche als auch juristische Personen ab. Dabei bleibt der Onboarding-Prozess durch mesoneers hauseigene Lösung zur digitalen Identifikation, welche direkt in die Onboarding-Lösung integriert ist, stets komfortabel und erfüllt gleichzeitig die nötigen regulatorischen Bestimmungen. Aktuell planen sechs Banken des ESPRIT Netzwerks auf die neue Lösung umzusteigen, wobei die Anwendung durch ihre Mandantenfähigkeit auch weiteren Banken des Netzwerks offensteht.
Elektronische Signatur
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Digital Onboarding
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Digitale Identifizierung mit qualifizierter elektronischer Signatur: Nicht nur Chance, sondern Notwendigkeit
Die Autoidentifikation eröffnet neu auch im Schweizer Finanzumfeld weitere Möglichkeiten, um die Sicherheit und Effizienz von Identifizierungs- und Signatur-Prozessen zu verbessern. Ein Blick in die Zukunft zeigt: Gerade in Anbetracht neuer Technologien wie Deep Fakes ist dies bitter nötig.
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Ihr direkter Draht zu mesoneer
Haben Sie Fragen zu unseren Lösungen oder suchen Sie ein Softwareunternehmen für Ihr nächstes Projekt? Kontaktieren Sie mesoneer – wir beraten Sie gerne.