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Whitepapers, Case Studies, eBooks & Webinars for BPM, ECM, CCM & Case Management

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Newsletter: Creating an Ecosystem-Driven Bank
Newsletter: Creating an Ecosystem-Driven Bank

Know how you can optimize every customer interaction, throughout the customer lifecycle, to deliver a superior customer experience.
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Brochure: Digitization of Customer Records (DIGICUR)
Brochure: Digitization of Customer Records (DIGICUR)

Digitize customer records, account transaction history, and identity/KYC documents obtained during customer due diligence.
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Case Study: Customer Service Management Process Transformation for a Fortune 500 Bank
Case Study: Customer Service Management Process Transformation for a Fortune 500 Bank

Find out how the bank optimized their end-to-end process and experienced substantial top-line growth, which involved both tangible and intangible ...
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Case Study: Customer Communication Automation for a Leading Bank
Case Study: Customer Communication Automation for a Leading Bank

Find out how the bank leveraged Newgen's CCM Suite, OmniOMS to generate faster communications, lower printing costs, and increase efficiency ...
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Case Study: Corporate Customer Lifecyle Automation for a Large Japanese Bank
Case Study: Corporate Customer Lifecyle Automation for a Large Japanese Bank

Learn how a large Japanese bank used Newgen’s solutions to automate its corporate customer lifecycle.
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Whitepaper: Lending Solutions – Covenant Tracking & Monitoring
Whitepaper: Lending Solutions – Covenant Tracking & Monitoring

Learn how technology can help lenders pre-empt credit risks through proactive covenant tracking and monitoring.
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Whitepaper: Lending Solutions – Financial Spreading
Whitepaper: Lending Solutions – Financial Spreading

Automate financial spreading the right way and overcome key challenges involved with Newgen’s Spreading tool.
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Case Study: Digital Transformation of Retail Lending Process in a Dutch Financial Institution
Case Study: Digital Transformation of Retail Lending Process in a Dutch Financial Institution

Find out how the client automated its retail lending process while keeping up with dynamic market conditions.
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Video: Online Account Opening Software by Newgen
Video: Online Account Opening Software by Newgen

Newgen’s Online Account Opening Software is a one stop solution for your customer on-boarding needs. The solution is centered ...
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Video: NCB’s digital transformation journey leveraging Newgen’s BPM & ECM platform
Video: NCB’s digital transformation journey leveraging Newgen’s BPM & ECM platform

In this video, Vallana Hill, Business Analyst Operations and Technology, National Commercial Bank Jamaica talks about the services offered to ...
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Video: Blue Print for Digital Transformation – by Howard Gordon, National Commercial Bank, Jamaica
Video: Blue Print for Digital Transformation – by Howard Gordon, National Commercial Bank, Jamaica

Watch the video to know what Mr. Gordon, Sr. GM Group Operations and Technology, National Commercial Bank, Jamaica, has to ...
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Whitepaper: Rethink Your ROI Calculation Model for Account Opening and Lending
Whitepaper: Rethink Your ROI Calculation Model for Account Opening and Lending

Calculate the Digital ROI of your Online Account Opening, Retail Lending, and Commercial Lending processes with Newgen’s Calculation Module.
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eBook: Selecting The Right Consumer Lending Software
eBook: Selecting The Right Consumer Lending Software

This eBook covers a comprehensive list of parameters you need to weigh your consumer lending platform on.
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eBook: Why do you need a Configurable, Unified, Platform for Consumer Lending
eBook: Why do you need a Configurable, Unified, Platform for Consumer Lending

Find out how a Configurable Unified Platform for consumer lending can help you cater to all your consumer lending needs.
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Video: Consumer Lending Automation Software by Newgen
Video: Consumer Lending Automation Software by Newgen

Find out how the solution is a one-stop solution for your retail loan origination automation needs and offers a host ...
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Brochure: Newgen’s Client Lifecycle Management Solution
Brochure: Newgen’s Client Lifecycle Management Solution

Newgen's client lifecycle management solution is a unified platform for the end-to-end automation of corporate customer lifecycle.
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Video: Loan origination across business units at United Bank
Video: Loan origination across business units at United Bank

John J. Smith, EVP & Chief Information & Administrative Officer talks about automating various loan origination processes across multiple business units using ...
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Video: Implementation of various new designs & processes at BNB Bank
Video: Implementation of various new designs & processes at BNB Bank

Nancy Foster, SVP & Credit Administrator talks about their approach to transform their banking customer experience through Digital transformation using Newgen ...
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Video: The Art & Science of Digital Lending – Playbook for Experience Transformation
Video: The Art & Science of Digital Lending – Playbook for Experience Transformation

Watch John Smith (Chief Information & Administrative Officer, United Bank) & Nancy Foster (Senior Vice President, Credit Administrator, BNB Bank) talk about ...
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Whitepaper: The ROI Myopia in Commercial Lending
Whitepaper: The ROI Myopia in Commercial Lending

The traditional way of calculating ROI of commercial lending technology has become obsolete. With this whitepaper, learn about the modern ...
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Webinar: The Art and Science of Corporate Banking
Webinar: The Art and Science of Corporate Banking

Join us in the webinar as we discuss the emerging trends in APAC/ global in Corporate Banking and know how ...
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Case Study: Strategic Transformation of NIC Bank’s Key Processes with Newgen’s BPM Based Banking Solution
Case Study: Strategic Transformation of NIC Bank’s Key Processes with Newgen’s BPM Based Banking Solution

NIC Bank's uses Newgen's BPM Based Banking Solution to strategically expand operations through digital transformation.
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Whitepaper: The ROI Myopia in Consumer Lending
Whitepaper: The ROI Myopia in Consumer Lending

The whitepaper covers how lenders can ensure accurate ROI by adopting a model relevant to the digital age.
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Case Study: One of the Largest Indian Banks Automates a Gamut of Banking Processes to Become a Digital Enterprise
Case Study: One of the Largest Indian Banks Automates a Gamut of Banking Processes to Become a Digital Enterprise

The bank used Newgen’s solution to digitally transform a gamut of banking processes and become a digital enterprise
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Case Study: A New Age Bank in South Asia Redefines Customer Experience
Case Study: A New Age Bank in South Asia Redefines Customer Experience

The bank, serving millions of customers, enhances their customer experience by streamlining the customer communication process from generation to delivery
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Case Study: US Based Bank Automates Commercial, Small Business & Online Account Opening
Case Study: US Based Bank Automates Commercial, Small Business & Online Account Opening

U.S. based bank automates Commercial, Small Business and Online Account Opening to keep up with evolving market conditions and ...
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Video: Newgen’s iBPS and OmniDocs suite transformed Clarien Bank into a ‘Digital Bank of Choice’ – Mr. Minish Parikh, COO – Clarien Bank Bermuda
Video: Newgen’s iBPS and OmniDocs suite transformed Clarien Bank into a ‘Digital Bank of Choice’ – Mr. Minish Parikh, COO – Clarien Bank Bermuda

Mr. Minish Parikh, COO of Clarien Bank Bermuda gets candid. He talks about his journey with Newgen and how Newgen's ...
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Video: How Banks can accelerate Digital Transformation – by Alyson Clarke, Forrester Research Inc
Video: How Banks can accelerate Digital Transformation – by Alyson Clarke, Forrester Research Inc

Are you still trying to find the right way to digitally transform your banking processes? Watch this video by Forrester’...
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Video: The Business Case for a New Generation Digital Lending Platform – by Joel Pruis, Cornerstone Advisors
Video: The Business Case for a New Generation Digital Lending Platform – by Joel Pruis, Cornerstone Advisors

Identifying and implementing an efficient digital lending platform is a game changer when it comes to digitizing lending processes in ...
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Case Study: US Based Bank Unifies Commercial Lending Processes on a Single Platform
Case Study: US Based Bank Unifies Commercial Lending Processes on a Single Platform

Using Newgen’s solution, the client implemented a single loan origination that met the requirements of its diverse lending offerings.
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Case Study: Caribbean Based Commercial Bank Transforms FATCA, ECM and Collections Management
Case Study: Caribbean Based Commercial Bank Transforms FATCA, ECM and Collections Management

The client is the leading financial services provider in the Sultanate of Oman. Payments processes at the bank were largely ...
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Case Study: National Commercial Bank Jamaica Limited Digitally Transforms Enterprise-wide Processes
Case Study: National Commercial Bank Jamaica Limited Digitally Transforms Enterprise-wide Processes

The client wanted to unify its offerings on a single platform to offer better services to its customers and to ...
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Case Study: A Leading Middle Eastern Bank Transforms Key Payments Processes
Case Study: A Leading Middle Eastern Bank Transforms Key Payments Processes

The client is one of the leading financial services providers in the Sultanate of Oman. Payments processes at the bank ...
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eBook: Shaping Customer Journey in Banking
eBook: Shaping Customer Journey in Banking

Read this eBook to discover how banks can map the customer journey and plan how to shape it for improved ...
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Brochure: Newgen Solutions for National Building Societies
Brochure: Newgen Solutions for National Building Societies

Newgen offers solutions tailored to the requirements of Building Societies to serve their members. Built on our Configurable Unified Platform, ...
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Whitepaper: Modernizing Banking Despite Legacy
Whitepaper: Modernizing Banking Despite Legacy

Banks need to respond to dynamic environments and legacy systems act as bottlenecks. Read how banks can modernize legacy systems ...
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Video: Role of BPM in Commercial Lending – In conversation with Craig Le Clair, Forrester Research Inc
Video: Role of BPM in Commercial Lending – In conversation with Craig Le Clair, Forrester Research Inc

Can BPM improve the lending process? See what Craig LeClair, Vice President, Principal Analyst, Forrester, has to say about the ...
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Webinar Rewind: Driving digital transformation in credit unions through business process automation
Webinar Rewind: Driving digital transformation in credit unions through business process automation

Digital Transformation has affected all industries and Financial Institutions are no exceptions. Watch this webinar featuring Craig LeClair, Principal Analyst, ...
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Webinar: Is your Financial Institution CRS Compliant ready?
Webinar: Is your Financial Institution CRS Compliant ready?

The Common Reporting Standard (CRS) goes significantly beyond FATCA’s remit to ensure global-wide tax compliance. Watch this webinar for ...
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Video: Sarah’s Retail Banking Experience – A Customer Experience Story
Video: Sarah’s Retail Banking Experience – A Customer Experience Story

The way Millennials interact with Banks is markedly different from the baby boomers. Get Sarah's (a millennail) perspective, and her ...
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Whitepaper: The case for automation in commercial lending
Whitepaper: The case for automation in commercial lending

Banks, in an effort to tackle the demand for commercial loans, invest in multiple applications for different processes. Disparate applications ...
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Whitepaper: Going Beyond Traditional ROI in Online Account Opening
Whitepaper: Going Beyond Traditional ROI in Online Account Opening

In this digital era greatest value may reside beyond the traditional ROI. Download this Whitepaper to analyse where does your ...
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Brochure: Simplified SME Lending with Newgen Solution
Brochure: Simplified SME Lending with Newgen Solution

SME Lending can be considerably challenging for banks particularly due to lengthy on-boarding time caused by manual process. Understand how ...
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Case Study: New York Based Community Bank Transforms Its Commercial Loan Origination
Case Study: New York Based Community Bank Transforms Its Commercial Loan Origination

A New York Based Community Bank wanted to deliver premium services and deliver enhanced CX. Get this case study to ...
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eBook: Score a Stunner with Digital Banking
eBook: Score a Stunner with Digital Banking

In the last decade, digital and commercial onslaught has changed soccer forever. And, in the same way, digital has changed ...
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Brochure: Newgen Solutions for Credit Unions
Brochure: Newgen Solutions for Credit Unions

Credit Unions need to harness automation as a tool to deliver superior products and a differentiating experience to members. See ...
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Slideshow: Making Banks Bankable
Slideshow: Making Banks Bankable

Banking and Finance process automation solutions that drive better profitability, market share, compliance adherence and customer experience. Download the presentation ...
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Webinar: Become a Commercial Lending Superhero with right technology as your sidekick
Webinar: Become a Commercial Lending Superhero with right technology as your sidekick

Join Joel J. Pruis from Cornerstone Advisors, Inc & Ashish Deshmukh from Newgen Software Inc as they discuss nine critical aspects ...
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Slideshow: Delivering Digital Customer Experience
Slideshow: Delivering Digital Customer Experience

Digital has taken over. Organizations must mull over the fact if they are delivering customer experience or not. Sarah’s ...
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Slideshow: A day in life of Commercial Lending Superheroes
Slideshow: A day in life of Commercial Lending Superheroes

Commercial Lending has always been a people driven process. Commercial lending superheroes require the help of digital products, technologies and ...
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eBook: Taming Abandonment in Online Account Opening
eBook: Taming Abandonment in Online Account Opening

The e-book talks about aggrieved Millennials, who are left with no option but to switch to an organization that can ...
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eBook: Why do you need a Configurable, Unified, Platform for Commercial Lending
eBook: Why do you need a Configurable, Unified, Platform for Commercial Lending

Commercial lenders are increasingly finding themselves in a sea of challenges. Uncertainty over regulatory regime,  rising compliance costs,  inflexible and ...
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Video: 5 Super Bowl Lessons for Commercial Lending
Video: 5 Super Bowl Lessons for Commercial Lending

Commercial lending involves a number of complex processes . Uncertainty over regulatory regime,  rising compliance costs,  inflexible and broken processes, legacy ...
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Brochure: Mortgage Lending Solution
Brochure: Mortgage Lending Solution

The Mortgage Banking Industry is extremely specialized and dynamic. Most mortgage lenders today are in the process of consolidating and ...
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Case Study: A Leading Bank in Caribbean transforms Retail Lending Operations with Newgen Solution
Case Study: A Leading Bank in Caribbean transforms Retail Lending Operations with Newgen Solution

The bank was experiencing discrepancy between its service delivery and commitment to retail loan service excellence, which prompted them to ...
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Case Study: Account Opening Process Automation for Leading Public Sector Bank
Case Study: Account Opening Process Automation for Leading Public Sector Bank

Bank users were facing -great difficulty to maintain updated customer data in core system. It was time consuming to maintain ...
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Case Study: Transforming Account Opening and Funds Transfer for a leading Pan-African Bank
Case Study: Transforming Account Opening and Funds Transfer for a leading Pan-African Bank

The leading Pan-African bank with their business across 22 countries faced challenges like: lack of process standardization. Also, the bank had ...
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Whitepaper: The digital imperative – New age lending for small business
Whitepaper: The digital imperative – New age lending for small business

If you are a midsize bank, you cannot overlook what’s happening in Small Business Banking. The recipe to success ...
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Whitepaper: Creating Smarter Lending Systems
Whitepaper: Creating Smarter Lending Systems

Lending is a fine balancing act for most Banks and Financial institutions. With stringent and constantly evolving regulations, shrunken loan ...
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Webinar: The Game of Loans – Digital transformation in SME Lending
Webinar: The Game of Loans – Digital transformation in SME Lending

Join Newgen Software in this Webinar to understand how to scale your SME lending business.
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eBook: Winning the game of Commercial Lending
eBook: Winning the game of Commercial Lending

Download this eBook to get insights on what commercial lenders can do to win the game of commercial lending.
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Video: Banking 2020 – Technology Disruption in Banking
Video: Banking 2020 – Technology Disruption in Banking

How would you like to transact with your bank in 2020? On vacation - relaxing on a beach, from your home ...
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Video: Commercial Lending Automation Software by Newgen
Video: Commercial Lending Automation Software by Newgen

Configurable & Unified Platform with Seamless Integration to Legacy Systems for Automating All Commercial Lending Products.
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Whitepaper: Making Way For Current Expected Credit Loss (CECL)
Whitepaper: Making Way For Current Expected Credit Loss (CECL)

Download this whitepaper to understand the CECL model, importance of correctly analyzing historical information and current condition to predict future ...
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Brochure: Wealth Management Automation Software
Brochure: Wealth Management Automation Software

Enable end-to-end automation of wealth management reporting, taking care of all aspects of client reporting - including data aggregation, validation, ...
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Brochure: Wealth Management Reporting Software
Brochure: Wealth Management Reporting Software

Allow Relationship Managers (RMs) to tailor, and contextualize the reports based on the specific needs of the clients.
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Brochure: Trade Finance Automation Software by Newgen for Jack Henry Core Banking System
Brochure: Trade Finance Automation Software by Newgen for Jack Henry Core Banking System

Newgen with its VIP member status with JHA, seamlessly integrates its Trade Finance Solution Accelerator with Jack Henry core banking ...
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Brochure: Commercial Lending Automation Software by Newgen for Jack Henry Core Banking System
Brochure: Commercial Lending Automation Software by Newgen for Jack Henry Core Banking System

Newgen provides seamlessly integrated solutions with Jack Henry for Commercial Lending which reduces the friction in the Commercial Loans Processing. ...
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Brochure: Corporate Cheque Clearing System
Brochure: Corporate Cheque Clearing System

Newgen's imaging based Corporate Cheque Clearing System is an extension of the proven Cheque Truncation System (CTS), already deployed by ...
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Brochure: Simplified Retail Lending with Newgen
Brochure: Simplified Retail Lending with Newgen

Newgen Retail Lending Origination solution combines industry best practices with rich domain expertise which is a pre-requisite for a robust ...
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Whitepaper: The Five Dimensions of Digital Commercial Lending
Whitepaper: The Five Dimensions of Digital Commercial Lending

The rise in demand for Commercial Lending has caught banks off guard. Download this whitepaper to understand the bottlenecks that ...
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Whitepaper: Seven guiding principles of Online Account Opening
Whitepaper: Seven guiding principles of Online Account Opening

Banks have followed the trends and made effort to make their account opening more mobile enabled and online friendly. However, ...
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Brochure: ZapIn Mobile Capture for Customer Onboarding
Brochure: ZapIn Mobile Capture for Customer Onboarding

Newgen has developed an innovative Mobile Capture Enterprise Application “ZapIn" that revolutionizes the way data gets captured. Download this brochure ...
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Case Study: Newgen CCM Solution Implementation for Leading Bank in India
Case Study: Newgen CCM Solution Implementation for Leading Bank in India

Learn how Newgen helped a bank with customer communication management that is among the first of the new-generation private-sector banks ...
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eBook: Selecting The Right Commercial Lending Software
eBook: Selecting The Right Commercial Lending Software

A commercial lending platform might just be the answer to the technology gap in your lending process. Make sure you ...
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eBook: The Digital Imperative in Banking
eBook: The Digital Imperative in Banking

Banks and Financial Institutions constantly find themselves caught between swirling regulatory environment and frequently changing global sentiments. The inception of ...
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Webinar: Optimizing Commercial Lending Process
Webinar: Optimizing Commercial Lending Process

Did you know that optimizing your commercial lending process, will not only enable you to reduce lending cycle-times, but also ...
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Brochure: iChequeBox Mobile Cheque Capture Solution
Brochure: iChequeBox Mobile Cheque Capture Solution

While most modern-day banks have digitalized the cheque clearing process at the back end, the last mile connectivity remains an ...
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Brochure: Cheque Truncation System
Brochure: Cheque Truncation System

Payments and settlement process is critical in ensuring the efficiency of the financial infrastructure. This helps in promoting financial sector ...
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Brochure: CRS & FATCA Compliance Solution
Brochure: CRS & FATCA Compliance Solution

FATCA entails enterprise wide change which has to be planned meticulously; ensuring business as usual doesn't suffer any major jolts ...
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Brochure: Trade Finance Process Automation Solution
Brochure: Trade Finance Process Automation Solution

Globally, trade finance processes have not been optimized sufficiently due to paper-based practices slowing down key processes such as discrepancies ...
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Brochure: Small Business Administration (SBA) Loan Automation
Brochure: Small Business Administration (SBA) Loan Automation

Traditionally, SBA loans have been associated with “Pile of paperwork” and a high TAT. However with Newgen Solutions, banks get ...
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Brochure: Commercial Real Estate Loan Origination Solution
Brochure: Commercial Real Estate Loan Origination Solution

Newgen’s Commercial Loan Origination Portfolio offers a simple, unified and efficient model for processing CRE loans. For further details, ...
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Brochure: Simplified Commercial Lending Process Automation Solution
Brochure: Simplified Commercial Lending Process Automation Solution

Newgen Commercial Lending Solution automates and streamlines the end-to-end lending cycle for the full range of loan types–from prospecting ...
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Brochure: Streamlining Account Opening and KYC transactions Process
Brochure: Streamlining Account Opening and KYC transactions Process

Account opening is the first Moment of Truth for a customer and hence becomes a critical process for Financial Institutions. ...
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Brochure: Online Account Opening Software
Brochure: Online Account Opening Software

A matter of fact is that when a First-Time customer approaches a bank with an account opening request, they will ...
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Brochure: Digital Transformation for Banking
Brochure: Digital Transformation for Banking

The ever-demanding and social savvy customer are leaving no choice for banks to evolve digitally. Download this guidebook to learn ...
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Case Study: Learn how Newgen enabled a leading North American Bank to become FATCA Ready
Case Study: Learn how Newgen enabled a leading North American Bank to become FATCA Ready

Customer on-boarding & KYC processes for Individual, Wealth & Corporate Banking has been made efficient with Newgen Solution. Also, integration with core ...
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Case Study: Automating Mortgage lending for a leading US Mortgage provider
Case Study: Automating Mortgage lending for a leading US Mortgage provider

If efficient tracking of operations resulting in effective handling of customer queries and loan servicing requests is of importance for ...
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Case Study: Trade Finance process transformation for one of the most tech-savy banks in the world
Case Study: Trade Finance process transformation for one of the most tech-savy banks in the world

Learn how Newgen Solutions are helping a highly tech-savy bank reduce its TAT, increase processing capacity, adhere to SLAs, monitor ...
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Case Study: Sprucing up Trade Finance process for a leading Indian Bank
Case Study: Sprucing up Trade Finance process for a leading Indian Bank

High speed of transactions ensured desired economy of scale, increased operational efficiency; reduced manual intervention caused faster TAT, and easy ...
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Case Study: Commercial Lending Process Automation at Bank Dhofar
Case Study: Commercial Lending Process Automation at Bank Dhofar

Newgen’s robust BPM platform and agile implementation helped Bank Dhofar smoothly transition their processes to an automated environment & gain ...
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Case Study: Creating a smart Loan Origination Process for a leading financial services provide in Oman
Case Study: Creating a smart Loan Origination Process for a leading financial services provide in Oman

Newgen’s BPM solution, being used by around 300 users across multiple branches, transformed the corporate loan process for the bank ...
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Case Study: Transforming Account Opening for a leading Central American Bank
Case Study: Transforming Account Opening for a leading Central American Bank

Learn how Newgen Solution enabled in real time monitoring, report generation, real time visibility and agility/ continuous process improvement, among ...
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Case Study: Account Opening Process Automation at National Bank of Kenya
Case Study: Account Opening Process Automation at National Bank of Kenya

By implementing Newgen Banking Solution, National Bank of Kenya transformed its two critical processes-Account opening and Credit approval process and ...
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Case Study: Account Opening Process Automation at Bank Dhofar
Case Study: Account Opening Process Automation at Bank Dhofar

Bank Dhofar implemented Newgen solution across 58 branches of the bank, which supports 700+ users with more than 1,20,000 documents scanned every month. ...
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