Business modules Bank front office procedures

Bank Front Office Procedures

Customers in focus – complex, secure service procedures, quick implementation

The module answers all the possible challenges that come up throughout bank front office activities. It guides the tellers through the whole service procedure whether it is simple or more complicated and guarantees that all the necessary information, documentation, and required tasks are processed. On the one hand, work is done according to the requirements, on the other, digital administration and tailored automatisms significantly accelerate administration. Workflow management flexibly adapts to bank procedures and the administration procedure can be divided between front-, mid-, and back-office areas. The module, without using development capacities, can be flexibly adapted to the changes of the regulatory environment presenting a cost-effective and quick solution to financial institutions.

Main features of the module

Five reasons for the implementation

  • An effective solution that answers the digitalization challenges of banking: quick administration, measurable procedures, security
  • Front office colleagues do not have to deal with administration, they can focus on exploring customer needs and sales activity
  • Front office activities become measurable from all important management (business, operational) aspects (activity, processing time, error rates, etc.) while a quick intervention mechanism is available to handle possible anomalies
  • The module guarantees quick setup and implementation, furthermore, significantly decreases the training time to alleviate fluctuation risks
  • Quickly adaptable, easily optimized front office procedures can be created that do not require developer support

Main functions

  • Own and mediated credit products: civil real estate loans, construction loans, mortgage, corporate loan, overdraft
  • Supporting account opening procedures
  • Barcode document scanning
  • Digitalizing documents by tablet
  • E-mail notification
  • Other procedures: claim management, insurance, pricing, bank transfers, bank card management, newsletter unsubscription, etc.