Optimizationof business processes for corporate clients
Client
A large financial institution operating in the banking industry (top 5 banks in Poland) expecting higher efficiency in business processes
Expectations
The client serves large enterprises in the corporate sector, where each new client expects to quickly launch a number of accompanying products and individual services in accordance with the arrangements made with a dedicated advisor. The onboarding process conducted by the bank's employees was sub-optimal and involved many business units in an unstructured way which was difficult to monitor.
Project
The analytical work of the FINTURE team has been divided into several stages. The first was a comprehensive inventory of processes related to the onboarding of a new corporate client. 27 individual processes concerning intra-bank orders to launch specific products (multicash, electronic banking, payment cards, etc.) and parameterization of accounts according to the customer's arrangements and expectations were identified. The review of AS-IS processes was the basis for an in-depth analysis of processes and the preparation of optimization maps for individual paths.
Results
The final documentation included a set of recommendations from the FINTURE analytical team, including process optimization points, as well as TO-BE workflow diagrams. The result of the work was a roadmap of the development of IT systems involved in the flow of processes.
Info
Sector
Banking
Service
Inventory and analysis
of business processes
Technologies
Enterprise Architect
