Banking operations can lose time at hand-offs: from channels to the back office, from checks to approvals and from one customer system to another. Poorly managed hand-offs add handling time, rework and audit exposure.
We use ServiceNow workflows and products to address these areas:
Current and savings account onboarding for banks and other financial institutions, bringing leads, documents, verification, approvals and required checks into one visible flow (Retail Customer Onboarding Solution).
Origination and servicing workflows with controls enforced in the process, including gold-backed lending for the India market (Gold Loan Origination System).
Buyer and supplier onboarding through credit decisioning to drawdown, with decisions and activity traceable (Supply Chain Finance).
KYC providers, credit bureaus, payment gateways and insurers connected through managed APIs and reusable integration patterns (SmartAggregator).
ITSM, customer service management and custom applications for exceptions and hand-offs that standard products do not cover.
We usually start with one process where delay, manual work or complexity is creating a problem. We agree what needs to improve and how we will measure it, then deliver the changes in manageable stages.
Start with the process you most need to improve.
