Problems
- Business processes take a long time
- Communicating with clients
- Integrating new processes using financial software
- Keeping up-to-date with regulations
- Managing documents
Solutions
- Having a detailed analysis and optimization of the processes
- Replying to client requests automatically via sms, web and email
- Sending real time notifications and reminders
- Handling exceptions
- Comprehensive reporting
Return on Investment
- Speed in handling 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 Claims
- Loan Application
- Operational Processes
- Travel & Expense
