Case Study
Tackling Turbulence: Classic to Lightning Migration for an Airline Operator.
About the solution
Reimagine Customer Onboarding Processes to build Journeys for Lending & Banking Apps.
Reusable Low Code / No Code Solution that is easily configurable for Lending (Personal, Auto), Credit Cards or Retail Banking
Business Need & Challenges
Solution Capabilities
- Solutioned through dynamic, channel-specific Questions asked to Applicants to complete the Application and meet the Bank / NBFC requirements along with meeting FCA regulations.
- Facilitation of sequencing of the set of questions for a particular journey while rearranging the same for another journey.
- Error Framework managed via different messages (warning, notification, etc.) informing and directing user to the next action.
- Version Control for journeys managed and saved in PDF format (Audit history applicable to specific fields including question text).
Benefits
- Single source of the truth for all Lending Journeys.
- Reusability for different journeys and reduction in effort and cost of solution delivery.
- Allows custom elements to be added easily by business users to a journey as required i.e., to cater to specific journey steps unique to a given journey.
- Provides the ability to the Customer to add or amend journeys in real-time.
- Improves Lending journey cycle time by 50-60%.
Business Value Adds
If you’d like to understand more about how we can support and enable your Salesforce/MuleSoft journey, get in touch at salesforce@coforge.com.
