One of the Largest Philippine Banks Automates Customer Certificates and Communications with Newgen

Overview

The customer is a bank in the Philippines, serving millions of customers across retail and commercial banking. It sought a solution that would enable it to replace the manual creation of deposit-related certificates. With document volumes reaching nearly 1 million per year, the process had become slow, error-prone, and increasingly difficult to scale. Newgen stepped in with a suite of configurable platforms.

How Newgen Helped

The bank implemented the NewgenONE Omnichannel Customer Engagement platform, which automated the certificate generation process and integrated seamlessly with Microsoft Dynamics 365 for real-time data flow and faster customer communication. The NewgenONE Contextual Content Services platform strengthened the platform, ensuring secure document storage, easy retrieval, archival, audit readiness, and centralized control.

Key Business Benefits

• 90% automation of certificate generation
• 99% faster processing of certificates
• Seamless processing of up to 1 million certificates every year
• Consistent branding across CRM, email, and mobile channels
• Zero IT dependency for template changes

Download the complete case study to explore how Newgen helped accelerate the bank’s certificate generation and customer communication process.