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A Digital Onboarding Journey: Customer Onboarding Made Easy

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Overview.

Coforge revolutionized a global bank's customer onboarding using Appian's AI and robotics toolkit. This transformation reduced onboarding times, cut operational costs, enhanced efficiency, and boosted customer satisfaction, creating a seamless, faster banking experience. 

 

Challenges.

Imagine a world where each customer’s banking journey is a web of manual checks, isolated departments, and the ever-looming shadow of regulations. This was the reality for our global banking client - a giant in the industry yet struggling to navigate the complexities of customer-onboarding.

Solution.

Enter Coforge, armed with Appian’s trailblazing Client Onboarding toolkit. With the use of robotics, AI, and cutting-edge case management seamlessly woven together with a low-code magic wand.

The impact.

Decision-making at the speed of light. Onboarding times didn’t just improve; they evolved, giving customers faster banking, cutting wait times, and boosting revenue instantly.

Manual tasks have been eliminated, and adaptability has become our core strategy. This transformation has enabled the bank to navigate market and regulatory changes with ease. As a result, we have achieved reduced operational costs, enhanced efficiency, reduced complexity, and elevated customer satisfaction.

65%

Reduction in Processing Time

70%

Less Complexity

50%

Reduction from Time to Revenue

Spotlight Achievements

We setup an SLA-based Business Process Operations center across the entire customer journey with Travel Planning, Pre-Travel, In-Flight, On-Your-Tour and Post Trip. Extended support across the communication channels was provided.

  • Onboarding: Not just faster, but a seamless journey.
  • Time to Revenue: Imagine hitting the fast-forward button on profits.
  • Due Diligence: Complex? Not anymore.
  • Operational Costs: Down, down, down they go.

Bring us your challenge.

Let’s Coforge your next success story.

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