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Banking System Integration and Automation with Banking CRM
Solution Description:
Current customer onboarding process for a mid-tier bank with 42 branches is plagued with manual processes and spreadsheets. The current workflows require massive amounts of data entry into 5+ business systems and websites that take an employee approximately 20 minutes to complete.Watch TAP Innovation Solutions in action!
Challenge:
Reduce the amount of time required to complete onboarding tasks for new customers across 40+ locations. Centralize customer information and data entry for simplified data management and accurate reporting.
Number of Locations: 200
Number of Employees: 2500
Industries: Finance, Banking, Mergers & Acquisitions (M&A)
Solution
TAP Banking Process Automation (TAP BPA) and other custom components significantly improve the time required to onboard new banking customers. With the ability to integrate business systems across their 42 branch locations, TAP centralizes data entry and access with proper user controls, reporting and business intelligence. This customer can track growth and customer trends with robust analytics through TAP myBI. Spreadsheets and individual documents are replaced and workflows are automated, improving bank operations, saving time and improving the customer experience.
Integrated Systems
Categories: Digital Banking
Brands: Jack Henry
Digital Tools:
APIs, SSIS, C#, Python, Selinium, SQL Server, Web Services, App Service, Azure Functions, RPA, SFTP Servers/Clients