Automated processing of policy administration requests to reduce costs and enhance the customer experience The Process The Client is a leading financial institution that was looking at optimizing its customer onboarding process. They have sales teams spread across the geo who are responsible for acquiring new Current Account and Savings Account (CASA) customers; the application […]
Transform experiences for the agent network via virtual agent support using chatbots and RPA The Process The client is in the Motor Insurance sector, where they provide insurance comparison services through their online platform. They have a tie-up with leading insurance companies in and around India. In addition to direct customers, the client also supports […]
Enhanced customer experience through improved portfolio matching with predictive analytics The Process The Investment advisor takes requests from the customer to redeem, switch, or make an additional investment. The manager analyzes the existing portfolio of the customer, and depending on their profile, they suggest appropriate changes in their portfolio. Wealth Manager ends up managing anywhere […]
Increase the percentage of fraudulent checks identified by system in real-time The Process Even with lower check-processing times due to electronic payments and automated clearing house (ACH) transactions, banks must still manually verify millions of handwritten checks. Annually, banks risk losing millions as a result of check fraud by counterfeiters. Because a percentage of the […]
Reduce the turnaround time (TAT) and costs with an enhanced customer KYC process The Process The Customer is a leading financial institution looking at optimizing its customer onboarding process. They have sales teams spread across the Geo who are responsible for acquiring new Current Account and Savings Account (CASA) customers; the application process for account […]
Transform Loan Underwriting and reduce risk to support hypergrowth The Process The client is a leading Indian bank that was looking at expanding its Small to Medium Enterprise (SME) loan portfolio. India currently has close to 9 million registered Micro, Small, and Medium Enterprises (MSME), most of which are using the parallel economy to meet […]