“Providing a holistic view of our clients’ relationship with the bank was easy with the product’s real-time integration with our portfolio and wealth systems.”

The Problem

This leading regional bank decided to roll out a single user interface to their clients irrespective of the products they have. The range of products include current (checking), savings and deposit accounts, credit cards, insurance, loans and investment management products.

Their mobile strategy was to provide a  single unified user interface for their  clients irrespective of the products they use. The biggest challenge that faced them in following the strategy was that client information and transactional data were in different back office systems. They were looking for a product to extract information these systems. 

The Strategy

After gathering the client objectives and requirements, we offered them our integrator product as a viable solution for addressing their requirements.

At its heart, our stakeholder engagement platform is a system that integrates all of the clients‘ desired systems and applications in a highly secured manner.

The system is connected to the back office applications of an organization and offers real time information at all times. With this integrated system, the client can access all his products and accounts by logging in just once, be it current/checking, savings account, investment account or credit card.

As so much crucial information passes from the back–end to the front-end systems, security becomes a critically important concern.

Our integrator  has passed several third–party testing procedures to rule out any kind of intrusion and vulnerabilities, thus making it a highly secure system and practical for all regulated financial organizations.

Once the client approved our integrator as the appropriate solution for their existing issue, the next step was the implementation process.

The system was customized by the client, and their back office were integrated into the system. The system implementation, including a stringent UAT, was completed within 21 days — a process that usually takes many more weeks with most other companies.

The Results

The ease of accessing all their accounts from one single point has definitely been a hit with the clients of the bank, reflecting on the positive aspects of implementing our stakeholder engagement platform.

Apart from providing Single–Sign On (SSO) access and real–time information 24x7, the platform is highly scalable.

It has also helped to enhance the client‘s digital transformation initiatives. With the help of our system, the bank has been able to ensure a smart customer engagement platform, a necessity for the satisfaction of the new generation of investors and customers.