Developing intelligent financial workflows to boost automation in the banking industry
Client
Leading European banking services provider
Country
Germany, Romania
Industry
Banking & Finance
Cooperation Model
Fixed Price Project
Business Need
Our client, a leading European banking services provider, wanted to:
- Create an internal self–service culture;
- Reduce repetitive work, delays, and inconsistent results associated with paper-pushing tasks and endless approval chains.
Solution
In order to meet all these clients’ requirements, we developed an intuitive self-service platform and new workflows for the Finance Department, using native deployment and exclusively Microsoft SharePoint tools.
Key Benefits
We successfully increased productivity and reduced costs by automating business processes;
We seamlessly implemented a cost-effective, quick-to-adopt solution with minimal IT infrastructure requirements;
We helped improve process transparency and mitigate operational and compliance risks, offering advanced searching capabilities and a secure repository;
We helped eliminate paper work, reduce repetitive work, streamline approval processes by using automatic notifications and workflows approvals;
We helped streamline approval processes in the bank while reducing the footprint and manual intervention required for repetitive process tasks;
We significantly reduced operational expenditures, while boosting staff productivity with a self-service platform to reach all users;
We helped eliminate data entry tasks and improve a wide range of process-based activities such as loan applications and approvals, bank account management, internal upsell services, and invoice processing.
Technologies
CSS
HTML
JavaScript
MS SharePoint
Team/Duration
5 FTE
1.5 YEARS
More Case Studies
Check out some of our recent case studies and find out how you can start your own success story now!
This website uses cookies to customize and improve your experience. Check our Privacy Policy and Cookie Policy for more information.
Privacy Settings
Our website uses cookies to customize and improve your experience. Check our Privacy Policy and Cookie Policy for more information.
NOTE: These settings will only apply to the browser and device you are currently using.
Necessary Cookies
Necessary cookies help make our website usable by enabling basic functions like page navigation and access to secure areas. Kindly notice that our website cannot function properly without these cookies.
Analytics & Marketing
Your time is valuable. To ensure that our email communications, social media, and digital advertising are timely and relevant to you, we collect and analyze data about your actions on our site.
Preferences
Preference cookies enable our website to remember information that changes the way the website behaves or looks, like your preferred language or the region that you are in.
Unclassified
Unclassified cookies are cookies that we are in the process of classifying, together with the providers of individual cookies.
