Bank Process Automation with Flowee
Corporate Lending
When Is a Product Ready for Bank Process Automation?
A product can be considered ready for bank process automation when it can handle the most demanding tasks. One of these tasks is the corporate lending process. This is a complex, multi-step process that involves multiple roles and systems. If a tool can manage it, this indicates it is ready to implement automation in other areas of the bank’s operations as well.
Flowee in Practice
How Does the Lending Process Work in Flowee?
The lending process in Flowee is structured and transparent. It is divided into areas corresponding to different stages of work. On the sales side, there is the client advisor. The risk area includes roles such as anti-fraud, credit analyst, credit decision-maker, and personnel responsible for collateral valuation. On the operations side, credit administration handles preparing agreements and launching loans. Thanks to this structure, each participant knows their tasks and has the appropriate tools to perform them.
Integrations and Data Verification
All Data in One Place
Lending and Sales Processes in One Tool
In Flowee, the lending process is not separated from the sales process. Importantly, it also includes the stage of setting and approving transaction pricing terms. In other sales tools, this step is often treated as a separate process, complicating handling and extending the timeline. Flowee integrates and controls all stages in one place, increasing operational consistency and minimizing the risk of errors from transferring data between systems.
Automating Credit Administration
Flowee also supports credit administration. The system allows automatic generation of credit and insurance agreements, which can be immediately sent for electronic signature via applications like Autenti. This eliminates the need for paper-based and manual handling. Launching loans no longer needs to be done manually either. Flowee can integrate with the bank’s core accounting system, enabling full automation of this process. Additionally, the tool integrates with AMRON, speeding up property valuations and reporting.
Notifications and Consultations During the Process
Process Measurement and Analysis
Flowee not only automates but also measures processes. Every task records its completion time, allowing institutions to analyze end-to-end process flows, identify bottlenecks, and optimize operations. The system provides data necessary to improve efficiency and resource management. As a result, banks and insurance companies shorten Time-to-Market (TTM), Time-to-Decision (TTD), Time-to-Agreement (TTA), and Time-to-Cash. This creates a real competitive advantage, leading to faster growth and higher client satisfaction.
Summary
Flowee demonstrates that bank process automation is possible even for complex processes such as corporate lending. The tool integrates all process stages – from sales and risk to credit administration – into a single system. Automatic verifications, data centralization, and the ability to generate and send electronic agreements significantly reduce client servicing time. With notifications, consultations, and task time measurement, Flowee enables optimization of end-to-end processes. Consequently, financial institutions gain a competitive edge, reduce Time-to-Market, and improve team efficiency.
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The optimal tool
for process automation
Seamlessly combines work management, business process management, and business process automation functions. Revolutionize how you work, increase productivity, and streamline processes in your organization.
