Automation of New Client Integration within the Bank’s Core Banking System
This private bank decided to embark on an automation project to revolutionize client onboarding, seamlessly integrating new clients into core systems with precision and efficiency.
The client's challenges and objectives
Our client is a leading international private bank.
They equipped its front-office agents with a new CRM tool, Salesforce (SF), to streamline the client onboarding process. This involved gathering information for transfer to the Core Banking System S2i through Robotic Process Automation (RPA).
To efficiently transfer data, three major steps were required:
Pre-entry for reserving client space on S2i and returning a reservation ID to Salesforce, involving entry of 10 pieces of information and the use of transcoding files to unify nomenclatures.
Validation and finalization of data entry to update and complete client account creation, requiring 21 transactions to enter 150 pieces of information across 48 screens.
Importing documents from Salesforce CRM to the client’s Electronic Document Management (GED) and updating the client file in S2i.
Salesforce CRM facilitated these steps through CSV exports, mapping files, and PDF documents, with the RPA robot leveraging these to feed S2i and GED, generate reports for SF administrators, and share processing status and business information generated by S2i back to SF.
Novelis' added value
Our expertise in Intelligent Automation
Through our expertise in RPA, AI, NLP and IDP, we are able to help our clients to deliver efficient automation projects: Intelligent Automation.
This means taking into account a general vision of the technology and its contributions in order to deliver a relevant solution to manage both structured and unstructured data, always with the concern of being aligned with the IT roadmap and impacting the economic performance (ROI).
In addition to our software robots, we also add a particular expertise in the “process mining” or “process assessment” dimension in order to allow the rapid identification of processes and tasks to be automated in priority.
Our Business Analysts complete this system in the capacity to propose a high vision of the potential of the technology, the investments to be made, the architectures to be deployed and of course the expected ROI.