KYC, Due Dilligence, Online Security, ID&V RPA MAKES ID&V EFFICIENT DESPITE THE FACT THAT THE CUSTOMER DATA IS STORED IN MULTIPLE LEGACY SYSTEMS Home > Case Studies > ID&V Background There are some small banks, or even some big banks with lots of legacy systems that struggle to synchronise the customer data across systems. Now, when a customer calls for some banking assistance, the staff members would [...]
Account Management & BAU INSTANT ACCESS AND FIXED TERM SAVING ACCOUNTS Home > Case Studies > Saving Accounts Background Our client, a medium sized bank, had approx. 40,000 customers that held short to long term saving accounts. Previously, these customers would be unaware of their annual interests earned, maturity dates and amounts so they would need to call up the bank to enquire. To serve these customers daily, bank [...]
On-boarding, Multi-system Updates & Due Diligence DEBIT CARDS CUSTOMER ON-BOARDING AUTOMATION Home > Case Studies > Debit Cards Background Our client required a fully automated work-flow to manage on-boarding of the customers to their organisation. This would include automating the end-to-end process, all the way from FPOC with the customers to setting up their accounts, credit checks, KYC checks and sending out new cards. Problem Statement [...]
Change Management, CRM, On-boarding, Multi-system Updates RPA TO MANAGE A MAJOR PRODUCT CHANGE FOR A LEADING UK BANK Home > Case Studies > Product Change Background One of our valued clients, who is a multinational financial institution, required us to build a client management system to initiate, maintain and process a group-wide product change drive. Problem Statement To replace old legacy credit cards (that earns customers [...]
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