Streamlined Onboarding and Digital Transformation for a Florida Bank

Bank in Florida

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Design a streamlined Onboarding and Account Opening process that integrates automation, digitization, and system cohesion to simplify and digitalize processes, reduce manual workload, and improve the end-to-end customer experience.

Onboarding and Account Opening

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  • Process consulting to understand how the bank is doing (AS-IS).

  • Proposal of how the processes should be (TO-BE).

  • Design the reference architecture with tools and technologies.
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 65% Decrease in manual tasks in the process due to improved automation, system connectivity, and information replication.
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