Seamless Account Maintenance Solution

Rich domain experience in handling 70+ account maintenance requests, including signor change, address update, IRA/CD requests, etc.

Dynamic workflows, policies, data, and documents to address different types of service requests

Seamless integration with the core banking and other systems for service fulfillment (no data re-key)

Improved turnaround time with reports and alerts while adhering to service-level agreements

Ability to handle multiple service requests for the same accounts within the same workflow

Intuitive visibility and tracking with color coding on original and updated data

Ensure real-time reporting for executive management on service requests