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Digitization in Business Banking for Compliance & Account Opening

Xoriant Marketing
Digital

Client Background

  • Our client is a mid-sized bank based in Southern California offering commercial banking products to businesses
  • They needed a solution to digitize and index its banking process while delivering a frictionless customer experience

Xoriant Solution

  • The client knew it needed a solution to digitize and index its banking process while delivering a frictionless customer experience
  • Our team helped Integrate the core banking and CRM systems for ease of use and validation

Key Benefits

  • Improved account opening process efficiency by 50% and the related back-office decision-making
  • Reduced total cost of ownership in the entire account opening process

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