Banking Automation Workflow Map
Loan application management
Utilize customer 360 data and automated loan verification workflows to provide personalized loan terms for each client, quickly collect approvals from the middle office, and enforce any unique loan processing policies as part of your company's playbook.
Easily create and enter lending terms, information on lending participants, and collateral documents to ensure fast loan origination and simplify ongoing loan pipeline monitoring.
Organize the lending process to ensure top-notch customer service, automate customer reminders, deliver loan self-service capabilities, and ensure consistent data updates at every stage.
Automate debt collection processes and improve agents' productivity with consolidated communication, analytics, data processing, and reporting tools.
Maximize the efficiency of contact center operations as well as in-person, chatbot, and digital customer consultations by ensuring automated data sync across all customer-facing solutions, databases, and interfaces.
Accumulate all cases from your customers and partners, classify them into different categories, populate SLA and other data, assign agents and teams - all based on automated digital workflows.
Collect and provide full visibility into the customer-initiated disputes for all teams involved, streamline teams' collaboration on single-source data, and formalize and automate dispute validation processes to accelerate resolution.
NPS and customer feedback
Collect, analyze, and manage customer feedback by using measurable KPIs such as Net Promoter Score and implementing digital workflows that are easy to enforce and monitor.
Automate AML workflows such as digital customer identity verification and case investigation, apply AI/ML-powered behavior analytics, set up transparent compliance reporting, and utilize intelligent transaction monitoring.
Know your customer
Ensure the most complete and accurate customer profile data with a centralized approach based on the unified CRM database, automated data verification and deduplication tools, enterprise-grade data security, and AI/ML-powered customer intelligence tools.
Digitize your risk catalog and enhance it with intelligent classification, cross-link, and drill-down capabilities to quickly identify, measure, and deal with risk.
Improve the efficiency and accuracy of internal audit by streamlining data collection, verification, and anomaly detection processes via unified workflows automation, automated reports and dashboards, and single-source data storage that eliminates out-of-sync or duplicate data.
Employee lifecycle management
Implement unified and transparent HR workflows for efficient employee management, including hiring, onboarding, development, retention, and exit.
Employee request management
Improve the employee experience by providing a user-friendly solution to automate all types of requests (vacation, travel, expenses, etc.)
Joint collaboration & knowledge sharing
Centralize communications, collaborate, share knowledge and documents, plan your tasks and meetings, manage reviews and approvals.
Customer success and genuine care
Bank G&T utilizes Creatio as a central platform for its customer-facing operations.
Luther Burbank Savings transformed its customer-facing banking workflows.
Ent Credit Union improved indirect member onboarding and automated sales and lead management processes.
OTP Bank delivers a seamless customer experience across the various banking services.
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