Transforming Account Opening for a Leading Central American Bank

Download this case study to understand how one of the leading Banks in Central America transformed its Account Opening and Lending process

The bank wanted to improve transparency of the processes. In their existing system, there was no centralized control on the specific rules or validations for multiple regions and territories. There were also no validations built into the core system which led to incorrect information being filled in the core application without any automated checks. There was a lack of a centralized dashboard to track the status via emails/ telephone calls. The client implemented Newgen’s BPM and ECM based solutions to tackle these challenges.

Benefits:

• Real-time monitoring
• Quick report generation to monitor and track the application across processes
• Real-time visibility
• Agility/ continuous process improvement
• Improved customer satisfaction