Banking and Financial Services

To drive growth, your bank or financial service institution must reduce costs while attracting and retaining customers through a combination of new product offerings and increased service levels.You recognize that many of your back-off operations provide opportunities for significant cost-cutting measures.

The challenge is: you also know that executing cost reduction measures in these departments can be a time-consuming, protracted project with the continuous risk of negatively impacting customer service levels.
Add to the fray the industry’s increasing audit and compliance requirements and its understandable why banking institutions delay, or find themselves engaged in, prolonged re-engineering projects.

e5 Workflow is an adaptive case management framework that delivers a dashboard-driven solution that optimizes people, processes, and your current software and data assets to quickly analyze your current processes to continuously improve, control, and automate work in key business areas including:

  • Case Management
  • Loan Processing
  • Mortgage Processing
  • Wealth Management