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Case Studies
An automated cash management solution built for a financial services group, that centralises treasury operations, payments, and cash flow forecasting, providing enhanced visibility, control, and efficiency while reducing manual workloads and enabling better business decisions.
The dynamic client onboarding form simplifies the manual onboarding process, enhancing efficiency, data accuracy, and client experience.
Data migration projects involve many challenges and risks, such as data loss, data corruption, data duplication, data incompatibility, and data security
A custom automated solution for a corporate bank to efficiently manage annual customer fee and price increases with streamlined workflows, data validation, approvals, and customer communication.
Automates the integration and reconciliation process between the core banking system (Oracle Flexcube) and the general ledger (Oracle Fusion). The solution includes various validation rules, mapping rules, allocation rules and control checks.
Traditional banks around the world are facing significant pressure from their customers to match the innovative financial services that digital and neo banks offer.
What was once a lengthy, arduous process for both client and sales representative is now completed before the first cup of coffee gets cold.
Find out why 85% of CFO’s we surveyed, identified automation of manual processes as their number one (obvious) area of improvement.
A leading South African wealth management firm went from problem to productivity, practically overnight.
Around the world the Open Banking wave is building momentum, notably thanks to new regulation such as PSD2 in the EU encouraging banks to release their hold on customer data and banking functionality.
With every step it takes, R A Insurance Brokers puts its customers and their safety above all else.
It’s out with the old – a slow, paper-intensive manual onboarding process that frustrated clients – and in with an automated client-centric solution.
It's not easy doing business on Tribal land. Mortgages can take two years to arrange. The vast majority of commercial lenders are not interested in working with Indigenous people.
Ent Credit Union is a not-for-profit, community-chartered credit union focused on improving the financial life of all Coloradoans
This solution automatically imports and converts data and reports into a format that makes reconciliation across all transactional levels easy.
Customers may not have noticed a break in service, but they definitely noticed the much-improved system responsiveness.
Being innovation leaders in the region, Oman Arab Bank has always been focused on nurturing the culture of continuous advancements.
While many data migrations are one-off, big band affairs, sometimes they need to happen on an ongoing basis. This is especially true of critical, time sensitive processes such as AML compliance.