Developing intelligent financial workflows to boost automation in the banking industry

Client
Leading European banking services provider
Country
Germany, Romania
Industry
Banking & Finance
Cooperation Model
Fixed Price Project

Business Need

Our client, a leading European banking services provider, wanted to:

  • Create an internal self–service culture;
  • Reduce repetitive work, delays, and inconsistent results associated with paper-pushing tasks and endless approval chains.
  • Solution

    In order to meet all these clients’ requirements, we developed an intuitive self-service platform and new workflows for the Finance Department, using native deployment and exclusively Microsoft SharePoint tools.

    Key Benefits

    We successfully increased productivity and reduced costs by automating business processes;

    We seamlessly implemented a cost-effective, quick-to-adopt solution with minimal IT infrastructure requirements;

    We helped improve process transparency and mitigate operational and compliance risks, offering advanced searching capabilities and a secure repository;

    We helped eliminate paper work, reduce repetitive work, streamline approval processes by using automatic notifications and workflows approvals;

    We helped streamline approval processes in the bank while reducing the footprint and manual intervention required for repetitive process tasks;

    We significantly reduced operational expenditures, while boosting staff productivity with a self-service platform to reach all users;

    We helped eliminate data entry tasks and improve a wide range of process-based activities such as loan applications and approvals, bank account management, internal upsell services, and invoice processing.

    Technologies

    CSS HTML JavaScript MS SharePoint

    Team/Duration

    5 FTE
    1.5 YEARS