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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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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?
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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