Finance & Banking

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