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


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.


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.

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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.


On-boarding solution in three months

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