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Global Financial Services

Optimal data management and service platform reconfiguration for a global financial services provider.

Challenges

Our client is a global leader in payments and fintech. They have a diverse reach, catering to businesses and consumers and playing a part in millions of financial transactions annually. Their primary challenge is the slow onboarding process of new customers. They requested that we reduce the onboarding process while streamlining it. Since the client dealt with a massive amount of sensitive data, we had to be extra cautious.

Slow onboarding Implementation backlog Data extraction Secure database
  • The client took 11 months to onboard a new client creating a backlog of implementations
  • They manually configured the contract documents, introducing chances of human error
  • The entire process was time-consuming and expensive
  • Since their data is bank-related and sensitive, security was a concern.

Our Solution

Our relationship with the client began when executives from a former client left their own company and started working for this company. Because of our efficient and professional work for their former employer, they brought us on board to help overcome a significant challenge.

  • Reduced the onboarding time for new customers
  • Extracted 50,000 contract documents via process automation in ten weeks
  • Created a virtual environment and synced it with the main one to develop the solutions

Results & Impact

Improved NPS

And customer satisfaction

4 Weeks

To deliver three PowerBI reports

98% Accuracy

Achieved in data extraction by automating 70% of processes

Key Details

Geo Location

US-Midwest

Technologies
SQL Server, Power BI
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