Financial Success Stories

12 Apr 18

Optimized interest rate swap process

Automated interest rate swap confirmation process using robotic automation for a Financial client by integrating excel and web based ticketing & front office system which results in 80% improvement in turnaround time and reduction of 65% of the person hours to process the interest rate swap confirmation.

Digital transformation of account services

Digitized and automated account servicing system by eliminating centralized manual daily paper scanning of hundreds of thousands of documents by integrating with file management system.

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 happy, 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.

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