Seamless Account opening process
Designed and implemented a new account opening process in the Bank centers and the Contact Centers to introduce a more systematic new Account opening process that develops new account experiences into satisfied, profitable, and loyal relationships.
Case Management sanctions platform
Created an end to end Case Management platform to be utilized by all impacted groups to impacted by the sanctions screening process including compliance and legal teams. Eliminated potential gaps in auditing with regard to an operator dispositioning each individual.
End-to- end Mortgage workflow system
Designed and Developed one of the biggest user base based end-to- end Mortgage system to accommodate CFPB compliance. This new system seamlessly integrated with file management and reporting systems.
Dispute Management system
Created an end-to- end Dispute Management system for both Issuer and Acquirer bank disputes. Enhanced Smart Dispute solution for DISCOVER and AMEX apart from existing MC Mastercard and VISA functionality.
Upgraded wires and investigations system
Redesigned wires and investigations system to adhere with CFPB and Dodd Frank compliance.
Legacy Contact center modernization
Replaced a legacy Contact center application with a next generation CRM/BPM based Client Service system. This end-to- end Workflow solution is integrated with core systems and processes allowing faster resolution and tracking for client’s queries.
Automated Offer Management process
Replaced the manual Excel based Offer Management process with a Customized credit card offer system to provide offers to various front-end channels like Online Banking, ATM, Branch, and Direct Mail Offers. This new systems eliminated the manual Offer Management process with a more robust centralized platform.
Digital transformation of account services
Digitized and automated account servicing system by eliminating centralized manual daily paper scanning of 100s hundreds of thousands of documents by integrating with file management system.
Upgraded CRM application
Redesigned a CRM application to assign and manage inventory to ensure appropriate loan servicing. This improved SLAs and reduced risk and liability of a major financial client