Leveraging technology to transform banking deal and transaction support services
BSG supported the corporate investment division of a large South African bank to drive transformation of deal processing via a cutting edge technology stack that provides automation opportunities, improved case, contracts and document management capabilities.
- Optimise deal execution times through reduced dependency on human processing
- Avoidance of contractual and transactional errors stemming from human interventions
- Make the application landscape more efficient and remove dependency on legacy systems to optimise processes
- Enhanced data quality and insights to business
- Improve customer banking experience
- Integration of all technology applications onto a single platform
- Enhanced business continuity
- Analysis and prioritisation of business needs aligned to a larger, business-wide digital transformation
- Supporting to shape the architecture for an end-to-end digital technology solution which automates deal and transaction support services
- Implementation of a customer relationship management (CRM) platform which integrates works management and workflow, documents and contracts lifecycle management capabilities
- Data migration and the implementation of securities and permissions to ensure data integrity and compliance
- The cutting edge integrated technology stack radically evolved the automation of deal processing from opportunity to post deal management
- End-to-end reporting made possible, ensuring greater visibility and positioning the bank to proactively identify opportunities and risk in the future
- Reduced isolated silos within the busness unit by a single integrated system which centrally manages the entire lifecycle of a deal
- Identification of hidden risks associated with legacy technology and their mitigation resulting in compliant data and processes
Evolving the automation of transaction support services to enable end-to-end processing and central storage of administration documentation.
Find out about our CRM Solution
We help you unlock insights from your data to give you a single view of customer. CRM solutions cross many business units, products and channels, and a data-led approached is needed to maximise the value of the insights inherent in your data.
Related Case Studies
-
Case Study Overview: Optimising premium services using insightBanking Business Customer Interface Business Operational Platforms Customer Experience Data-led Innovation Insight-led Solutions Overview
-
Case Study Overview: Saving time and money, while improving efficiency by taking an insight-led approach to debt collectionsBusiness Operational Platforms Data analytics Data Science Data-led Healthcare Innovation Insight-led Solutions Machine Learning Overview
-
Case Study Overview: Using machine learning to triage patients into risk categoriesBusiness Operational Platforms Data analytics Data Science Data-led Healthcare Innovation Insight-led Solutions Machine Learning Overview Predictive Modelling
-
Case Study Overview: Navigating compliance in cloud transformation programmesBanking Business Operational Platforms Business Transformation Cloud Compliance Customer Experience Digital transformation Overview
-
Case Study Overview: Streamlining customer communication and transaction categorisation relating to cross-border paymentsAzure Banking Business Operational Platforms Business Transformation Customer Experience Data analytics Data Engineering Data Science Digital transformation Overview Process Optimisation Robotic Process Automation
-
Case Study Overview: Enabling customer-centric operations through dataBanking Business Operational Platforms Business Transformation Customer Experience Data analytics Data Engineering Data Science Data-led Digital transformation Overview
-
Case Study Overview: Helping a leading African bank negotiate a R1bn+ deal with a global cloud providerAzure Banking Business Operational Platforms Business Transformation Cloud Delivery Management Digital transformation Overview
-
Case Study Overview: Using data to identify significant shifts in claims payment behaviourAgile Delivery Business Operational Platforms Business Transformation Data analytics Data Engineering Data-led Digital transformation Healthcare Machine Learning Overview Predictive Modelling
-
Case Study Overview: A practical toolbox for decommissioning legacy systemsAWS Azure Banking Business Operational Platforms Business Transformation Cloud Data-led Digital transformation Overview
-
Case Study Overview: Improving account origination and onboarding through development of a rich client applicationBanking Business Operational Platforms Business Transformation Digital transformation Overview Software development
-
Case Study Overview: Enabling a seamless digital-first customer service experience for corporate banking customersBanking Business Operational Platforms Business Transformation Customer Experience Digital transformation Overview
-
Case Study Overview: Migrating a core banking platform to the cloudAWS Banking Business Operational Platforms Business Transformation Cloud Data-led Digital transformation Overview
-
Case Study Overview: Keeping the customer at the heart of digital transformationBanking Business Customer Interface Business Operational Platforms Business Transformation Customer Experience Data-led Digital transformation Overview Software development
-
Case Study Overview: Enabling insight-led, patient-centric decision-making through cloud technologyAzure Business Operational Platforms Business Transformation Cloud Customer Experience Data Science Data-led Healthcare Overview Process Optimisation
-
Case Study Overview: Inside-out and Outside-in: Unlocking operational efficiency and improving customer serviceBusiness Customer Interface Business Transformation Customer Experience Data-led Healthcare Overview Process Optimisation
-
Case Study Overview: Unlocking value through business transformationBanking Data-led Delivery Management Innovation Overview Strategy
-
Case Study Overview: Aligning strategic Business and IT initiatives to positively impact dealer and consumer experiencesBusiness Analysis Customer Experience Customer segmentation Oil and Gas Overview Software development Strategy
-
Case Study Overview: Improving customer offers through data engineering and agile cross-team collaborationBanking Business Customer Interface Data analytics Data Science Data-led Digital transformation Innovation Overview Software development
-
Case Study Overview: Taking a data-led approach to predict high-risk cases and prioritise action within the claims’ management processBusiness Customer Interface Data analytics Data Science Data-led Digital transformation Healthcare Innovation Overview
-
Case Study Overview: Leading disruption with mobile-first transactional banking fit for the digital futureBanking Compliance Customer Experience Insurance Overview
-
Case Study Overview: Improving debit order payment collection to increase customer satisfaction and trust in the client institutionAsset Finance Compliance Overview
-
Case Study Overview: Pioneering a data-led approach to managing regulatory, legislative and compliance risksCompliance Insurance Overview
-
Case Study Overview: Implementing a CRM solution to enable a single view of customers and drive customer satisfaction and loyalty for a bankBanking CRM Customer Experience Overview
-
Case Study Overview: Powering large-scale digital transformation in the vehicle and asset finance industryAgile Delivery Asset Finance Digital transformation Overview
-
Case Study Overview: Unlocking marketing’s competitive edge through behavioural market segmentationCustomer Experience Customer segmentation Data analytics Overview
-
Case Study Overview: Ensuring effective roll-out of a Sanctions Programme for the African operations of a leading Global BankBanking Delivery Management Overview Programme Management
-
Case Study Overview: Harnessing news media insights to identify valuable business opportunitiesBanking Business Analytics Data analytics Overview
-
Case Study Overview: Leveraging technology to transform banking deal and transaction support servicesBanking Digital transformation Legal services Overview
-
Case Study Overview: Powering digital transformation for legal services in bankingBanking Digital transformation Legal services Overview
-
Case Study Overview: Creating structures and developing skills aligned to transforming business for a digital futureBusiness Analysis Oil and Gas Overview
-
Case Study Overview: Driving the acquisition and retention of SME customers to unlock potential revenue growth of 12% in the segmentAsset Finance Customer segmentation Overview Strategy
-
Case Study Overview: Driving innovative solutions from within a leading investment bankDigital transformation Innovation Insurance Overview
-
Case Study Overview: Aligning business needs to strategy to create digital transformation in the insurance industryAgile Delivery Digital transformation Insurance Overview Strategy
-
Case Study Overview: Understanding customer switching behaviour in the banking environment to actively drive growthBanking Business Analysis Business Customer Interface Customer Experience Customer Onboarding Overview Strategy
-
Case Study Overview: De-risking access control through Cloud Identity and Access Management (IAM)Business Analytics Business Operational Platforms Insurance Overview Strategy
-
Case Study Overview: Maximising the competitive advantage gained from a holistic enterprise architecture refreshBusiness Analytics Business Operational Platforms Insurance Overview Strategy
-
Case Study Overview: Assessing a retailer’s CRM investment and journey to gear up for the digital futureAsset Finance Business Operational Platforms Compliance Overview Strategy
-
Case Study Overview: Early warning system reveals financial distress 5 months earlier than normalAsset Finance Business Operational Platforms Compliance Overview Strategy
-
Case Study Overview: Establishing a new retail bank operating modelAsset Finance Business Operational Platforms Compliance Overview Strategy
-
Case Study Overview: Combating debit order abuse by defining requirements to implement Authenticated CollectionsAsset Finance Business Operational Platforms Compliance Overview Strategy
-
Case Study Overview: Ensuring reliability and operational success through a terminal automation system replacementBusiness Operational Platforms Oil and Gas Overview Process Optimisation Software development
-
Case Study Overview: Supporting an asset finance lender with a drive for market growthAsset Finance Business Operational Platforms Compliance Overview Strategy
-
Case Study Overview: Building a competitive advantage through POPI compliance and minimising the risk of data lossAsset Finance Business Operational Platforms Compliance Overview Strategy
-
Case Study Overview: Enabling fact-based decisioning in support of future growth and market opportunitiesAsset Finance Business Analytics Data analytics Overview Strategy
-
Case Study Overview: Saving lives by analysing data to improve the health and safety of employeesBusiness Analytics Business Operational Platforms Data analytics Occupational Health & Safety Oil and Gas Overview
-
Case Study Overview: Using advanced analytics to complement business strategy and drive the client’s leadership positionAsset Finance Business Analytics Business Customer Interface Data analytics Overview
-
Case Study Overview: Real-time access to customer information to enable better customer experienceBusiness Customer Interface Customer Experience Insurance Overview
-
Case Study Overview: Supporting strategic growth targets by optimising customer onboardingBanking Business Customer Interface Customer Experience Customer Onboarding Overview
-
Case Study Overview: Revolutionising the processing of medical aid claims to drive customer loyalty and engender trustBusiness Customer Interface Business Operational Platforms Insurance Overview Vendor selection
-
Case Study Overview: Utilising fact-based decisioning to enable business to make the right vendor selection with complete confidenceBanking Business Operational Platforms Overview Vendor selection
-
Case Study Overview: Providing a bank with best banking practices to competitively position them for the changing local and global credit banking environmentBanking Overview Process Optimisation Strategy
-
Case Study Overview: Delivering a differentiated customer onboarding experienceBanking Business Customer Interface Customer Experience Overview Strategy
-
Case Study Overview: Focused delivery on business operation improvements through a trusted partnership with an oil and gas leaderBusiness Operational Platforms Oil and Gas Overview Process Optimisation Strategy Target Operating Model
-
Case Study Overview: Implementing FIC compliant anti-money laundering software for a bankBanking Business Operational Platforms Compliance Overview Strategy
-
Case Study Overview: Improving operational efficiencies through optimisation and strategy developmentBusiness Operational Platforms Overview Process Optimisation Strategy Target Operating Model
-
Case Study Overview: Facilitating increased trade for a bank by implementing a trade finance solution to drive growth across AfricaBanking Business Operational Platforms Customer Experience Overview Strategy
-
Case Study Overview: Revolutionising channel operations to provide a single view of a customer across a bankBanking Business Operational Platforms Overview Strategy
-
Case Study Overview: Enabling IT to collaborate with business and shape strategy by leveraging the right technology solutionAsset Finance Business Operational Platforms Overview Strategy Target Operating Model
-
Case Study Overview: Architecting IT to enable business successAsset Finance Business Operational Platforms Overview Strategy Target Operating Model
-
Case Study Overview: Creating efficiencies by driving consistency across a bank’s African operationsBanking Business Analysis Business Operational Platforms Overview Strategy Target Operating Model
-
Case Study Overview: Enabling business success through a revised operating model to build careers and transform culture and performanceAsset Finance Business Analysis Overview Strategy
-
Case Study Overview: Providing a medical aid insurer with the confidence to make a multi-million Rand investment decisionBusiness Analysis Business Operational Platforms Overview Strategy
-
Case Study Overview: Optimising people effectiveness through the customisation of a unique people engagement platformAgile Delivery Business Operational Platforms MyWorkLife Overview Software development
-
Case Study Overview: Making banking accessible and convenient while driving financial inclusion through new ATM service offeringsBanking Business Customer Interface Customer Experience Overview
-
Case Study Overview: Combining Agile and UX principles in bespoke software developmentAgile Delivery Business Operational Platforms Customer Experience Overview
-
Case Study Overview: Driving financial inclusion in Africa through a mobile banking solution to give a bank’s customers access to remote banking servicesBanking Mobile Financial Services Overview
-
Case Study Overview: Utilising fact-based decisioning to drive innovation and enhance customer-centricityBanking Customer Experience Overview Running Lean
-
Case Study Overview: Implementing an operational platform to enable mobile financial services access across AfricaBanking Business Operational Platforms Mobile Financial Services Overview Telecommunications
-
Case Study Overview: Creating a common home loan application process for a leading South African bank to reduce turnaround times and improve customer experienceBanking Business Operational Platforms Customer Experience Overview Process Optimisation
-
Case Study Overview: Ensuring incremental delivery of value by transitioning to an Agile approachAgile Delivery Banking Business Operational Platforms Overview
-
Case Study Overview: Improving customer experience, creating operational efficiencies and decreasing risk through a core system upgradeBanking Business Operational Platforms Customer Experience Overview
-
Case Study Overview: Delivering a sustainable customer experience strategyCustomer Experience Insurance Overview Strategy
