Problems
- Business processes take long time
- Communication with the clients
- Process integration with financial software
- Keep track of regulations
- Document management
Solutions
- Detailed analysis and optimization of the processes
- Client requests are replied automatically via sms, web and email
- Real time notifications and reminders
- Exception handling
- Comprehensive reporting
Return of Investment
- Speed in internal processes
- Increased quality of service for the client
- Decrease in call center call volumes
- Operational effectiveness
- Continuous integration, data reliability
- Prevention of duplicate records
- Cost efficiency
Sample Processes
- Governance, Risk and Compliance
- General Data Protection Regulation
- Anti-Money Laundering
- Customer Due Diligence
- Client Acceptance
- Transaction Monitoring
- Physical Archive and Document Management
- Electronic Invoice Management
- Compensation Claim
- Loan Application
- Operational Processes
- Travel & Expense
