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Leading multinational banking and financial services company

Automating tasks to reduce turnaround time for a leading multinational banking company.

Credera partnered with a leading multinational banking and financial services company to automate workflows, enhance capacity for technology teams, and reduce turnaround time.

At a Glance

A leading multinational banking and financial services company with over 1,200 branches across 70 countries engaged Credera to create a comprehensive, easy-to-use solution for automating workflows and improving turnaround time on tasks.

The Challenge

Disjointed and manual processes.

The multinational banking company faced growing pains as its operations and client base expanded, resulting in teams feeling the burden of time-consuming, manual tasks. Our solution was tailored to the bank’s various challenges, including:

  • Disjointed, manual processes and workflows

  • Complex project life cycles

  • Frequent changes by business users

  • Non-adherence to service-level agreements (SLA)

  • High infrastructure and IT costs

The Solution

A do-it-yourself solution that caters to dynamic use cases.

We created a robust do-it-yourself solution in collaboration with the banking company to enable non-technical users to set up workflows without IT support. To improve turnaround time and customer satisfaction, we built dynamic case types for quick configuration.

Our solution manages project life cycles with built-in features such as search, reports, SLA management, and service cataloging. Also included are security access controls, testing, and publishing capabilities for enhanced efficiency.

The Results

Automated workflows, enhanced business capacity, and accelerated time-to-market.

As a result of our partnership, the banking company saw the following impacts across their business:

  • Improved ability to implement new workflows

  • Enhanced capacity for technology teams

  • Improved TAT and reduced IT dependency

  • Accelerated time to market through an optimized process

  • Increased customer satisfaction

  • Incremental IT costs eliminated in new process automation

  • Over 900 processes commissioned

  • More than 3,000 users onboarded

  • Over 8,000 execution cases created

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