We are a large retail and commercial bank servicing customers with deposit accounts, mortgages, loans, credit cards, portfolio management, estate planning and more. We lacked a stream-lined branch-wide process resulting in us missing up-sell opportunities.
A BPM platform allowed us to automate the existing paper forms and subsequent steps in a custom application. We are now able to easily update any changes needed right in the customer accounts instead of filing paperwork.
By having access to one centralized customer record we can see the status of the account and our branch staff is now prompted to introduce new products at the most opportune moments.