Approach & Solution
- Successions management, which had an undefined procedural flow producing inefficiencies when performed by inexperienced users, did not have updated guidelines and often failed to meet the necessary requirements.
- Securities Transfer, which was characterized by high costs for the management of the procedures.
- Successions management, we developed an automatic workflow, interacting with the Bank's management software, 3270 terminal, Office and Outlook environments. The solution allowed to eliminate errors and procedures interruption, to centralize requests management, processing queues, big data and notifications.
- Securities Transfer, we provided an automatic workflow to autonomously manage all the processing phases of the practices related to different internal and external business applications (SECNEW Desk, 3270 terminal, Back Office portal, DocBank).
Succession Management process reduced to 25-30 min
Securities Transfer process reduced from 6 minutes to 13 seconds
Reduction of repetitive and low-value-added procedures
Reduction of errors and higher precision
100% automated Successions Management