- Banking
- Process Inventory and Analysis
Mapping and optimization of a distributed corporate client onboarding process in banking
27 x
4 x
5 +
Challenge
27 processes, 5+ business units – and no single source of truth
Corporate client onboarding is not a single process, but a network of 27 interrelated internal workflows triggered in parallel across multiple bank departments. The lack of structure and end-to-end visibility made delivery times unpredictable, while accountability for individual steps remained fragmented and unclear.
Key Requirement
Project
Comprehensive inventory and “to-be” process mapping
Finture’s analytical work was carried out in several stages. The first step involved the full inventory of all 27 subprocesses related to corporate client onboarding – from multicash activation and e-banking setup to account parameterization aligned with individual agreements made with relationship managers. Each process was further decomposed into four levels of detail to ensure full transparency and traceability.
The “as-is” review became the foundation for an in-depth analysis and the development of optimized “to-be” process maps for each workflow path.
Solution
System roadmap and “to-be” workflow diagrams
The final deliverable included a complete set of recommendations: process optimization touchpoints, “to-be” workflow diagrams, and a system roadmap covering the development of IT systems involved in the process flows.
Key Decision
Results
27 x
4 x
5 +
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Krzysztof Chyliński
Head of Advisory
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