The Client Requirement
In the last few decades, our client was using a manual paper-based form for special Titles accounts processed at local branches. The process covered Trust, Estate, Representative Payee, Guardian/ Conservator and Personal Account Conversion to Trust Account. Gathered information was registered into a legacy application. The end to end process was tedious and time consuming.
They were lacking an integrated system to handle multiple applications from increasing number of users from different locations of the country.