The client is one of Canada's leading banking and financial services organization, providing commercial, personal, wealth management and small business financial solutions. Facing a fragmented sales and origination process, hindered their ability to provide the client a seamless, client-centric experience and limited the opportunities for cross-selling. sought to revolutionize their approach, making it more customer-centric and efficient. This case study highlights how Coforge provided an automated, integrated solution to address these challenges and make the client more customer centric and efficient.