The company is undergoing a digital transformation plan for the Global Finance business in search of generating new revenues, obtaining operational efficiencies and having a complete view of the operation.
In addition, the client had to call his manager to consult his position in syndicated loans.
The implemented solution allows the client to expand its Do It Yourself capabilities by being able to review the position in its syndicated operations through the entity’s Corporate Banking portal.
The implementation of the system brought significant benefits to the company:
- Increased revenue via commissions to customers for providing the new service.
- Improved customer experience.
- Increased operational efficiency.
- Reduced operational risk.
- Possibility of future consumption of information by third parties, both with other financial institutions and with the clients’ own ERPs.