Case Study
Coforge’s Quest for Excellence:Transforming Claims into a Sleek, Modern Experience.
Business Need / Challenges
Journey Orchestration for Loan Application
Reimagine Customer Onboarding Processes to build Journeys for Mortgage
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).
Typical Customer Onboarding process
Business Value Adds
Key Benefits
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.
