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Case Studies

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fintech services
Contact Center Customer Experience
THE CHALLENGE A super regional bank’s customers were complaining about contact center wait times, difficulty getting resolutions to their inquiries that were accurate or timely. Internal lines of...
Harnessing Your Customer Data for ROI and Value Add
Harnessing Your Customer Data for ROI and Value Add
THE CHALLENGE A US based financial market data provider had grown from $10M in revenue and roughly 30 products into a world-wide $60M revenue firm with over 100...
Loan Packaging Optimization with RPA
Loan Packaging Optimization with RPA
THE CHALLENGE The loan packaging process needed to be shorter with reduced manual human error and rework and at a lower cost to remain competitive in the market...
Open Banking – External Integration of Consumer and Product Data
Open Banking - External Integration of Consumer and Product Data
THE CHALLENGE A bank needed to make its retail customer profile data and bank product and services data available to 3rd party payment provider systems to enable new...
Open Banking – Item Processing Integration and Automation
Open Banking - Item Processing Integration and Automation
THE CHALLENGE A super regional bank was looking for methods of streamlining its item processing operation, shortening the processing cycles, reducing the overall costs, and decreasing the complexity...