Client success stories
We've delivered sustainable automation in key financial services domains.
KYC/onboarding/CLM
- Multiple region solution aligned to local regulatory requirements
- Unified UI and process significantly improve operations efficiency, reporting and control
- Integrated with systems such as identity verification and risk to ensure end automation
Markets and compliance
- Provide digital BPM solution to automate workflows and improve information management
- Investigation and matching
- Post-settlement reconciliations and compliance processes which were largely manual and utilize
EUDT (end-user developed tools, i.e., Excel and Access) solutions which are non-scalable
Sales automation
- Sales team automation solution including integration with Avaya call center platform for inbound
and outbound call processing
- Support product configuration and 1-2-1 marketing campaigns
- Corporate banking CRM systems
Workflow and low-code
- Automated multiple processes in markets group function using low-code technologies
- The initial set of workflows considered were: Report approvals, MIFID invoicing, user
management, expense approvals management, RRA (resource request allocations)