Business Intelligence

Improved In-Bank Customer Experience, Call Center and Back Office Operations with OpenSpan

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Executive Summary

The company is considered an innovation leader in the nation's banking community. The client had bottlenecks common in the retail banking industry - cumbersome manual business processes that required bank employees to toggle through multiple screens across a range of legacy applications. Initial OpenSpan automation projects focused on loan credit verification processes, account signup, account maintenance, and up-selling processes for checking, savings and other investment products, in three business areas: Back office, Bank branch, and Call center. The client chose the OpenSpan Platform to: integrate multiple legacy applications including mainframe, Windows and web applications, streamline business processes for bank employees without modifying existing application code, reduce and simplify the training required for new account managers.

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