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
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