Story
Fiserv
Julius BaerFiserv at Julius Baer: Policy and Claims
Julius Baer, a financials organization in Switzerland, uses Fraud and Risk from Fiserv to support insurance operations for underwriters and claims handlers.
Underwriters and claims handlers at Julius Baer review policy and claims in Fraud and Risk rather than in personal files.
“In Switzerland, underwriters and claims handlers already knew where policy and claims went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.”
“Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover.”
Independent write-up. Figures come from public sources or are illustrative.
Value results
| Category | Value result |
|---|---|
| Productivity | Fewer stalled items because policy and claims has a clear owner |
| Productivity | Handoffs in insurance operations sit in a shared queue instead of a mailbox trail |
| Capability | New joiners can see how insurance operations actually runs |
Story
Julius Baer did not need another dashboard that nobody opened. It needed insurance operations to move. In Switzerland, underwriters and claims handlers already knew where policy and claims went wrong: too many copies, too little ownership, and a close process that waited on the loudest inbox.
Fraud and Risk from Fiserv is now in that path. Fiserv provides financial services technology for banks, credit unions, and merchants, including processing, digital banking, and Clover. The company treats it as production tooling for insurance operations, which is why underwriters and claims handlers live in it rather than exporting from it once a quarter.
Julius Baer can show how policy and claims is handled today. That is the value: a repeatable way to run insurance operations on software the rest of the industry already recognizes.
