DIGITiZED Paper FORMS to an advance platform for a Global Bank

A large bank requested EvonSys to digitize their small business account opening process.

  • Client: Leading Global Bank

  • Category: Onboarding

Introduction

The client had a paper-based process to open small business accounts in North America nationwide – which was error prone and slow due to complex requirements. There was no easy way to track the applications and customer experience was not up to the mark.

Solution

EvonSys built a pilot program in 3 months duration. EvonSys helped client to extend the solution based on the client requirements. With this new solution:

  • Account opening happens with in 3 day SLA. – No more weeks of waiting.

  • All the details are captured electronically, including signatures.

  • Branch Banker is guided through the process.

  • Back office has a single repository with all information.

Learn More

EvonSys helped to achieve a custom upgrade solution. In which, the old cases can be updated in the new system and vice versa. This helped us to migrate to the latest solution on a phased approach.

Vice President, Global Bank

Excellent Results

As a result, client delight factor has increased – which results in more business.

THE TAKE AWAY

On-boarding solution in three months

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