Customer
Julius Baer
Julius Baer is a financials organization based in Switzerland. Operating teams there use enterprise software to run customer, data, and internal processes.
All Julius Baer customer value stories
Fiserv@Julius Baer
Underwriters and claims handlers at Julius Baer review policy and claims in Fraud and Risk rather than in personal files.
Freshworks@Julius Baer
Freshworks is how Julius Baer keeps support tickets visible to people who have to act on it.
Asana@Julius Baer
Julius Baer uses Portfolios to run reliable video and chat for people who are rarely in the same room.
DocuSign@Julius Baer
Shared Web Forms workspaces help Julius Baer keep program management honest across teams.
monday.com@Julius Baer
monday.com is how Julius Baer keeps distributed meetings visible to people who have to act on it.
SS&C@Julius Baer
SS&C Intralinks sits in the daily path at Julius Baer, especially for underwriters and claims handlers.
PayPal@Julius Baer
When online checkout outgrew homegrown tracking, Julius Baer brought in PayPal.