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.
overview of the clients needs
  • 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.

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Customer Relationship Management (CRM) Solution at BSG

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