Problema empresarial

We are a large retail and commercial bank servicing customers with deposit accounts, mortgages, loans, credit cards, portfolio management, estate planning and more. We lacked a stream-lined branch-wide process resulting in us missing up-sell opportunities.

Process Players

  • All consumer facing employees

Process Steps

A BPM platform allowed us to automate the existing paper forms and subsequent steps in a custom application. We are now able to easily update any changes needed right in the customer accounts instead of filing paperwork.

Process Benefits

Al tener acceso a un registro de clientes centralizado, podemos ver el estado de la cuenta y el personal de nuestra sucursal recibe recordatorios para introducir productos nuevos en los momentos más oportunos.

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