Improving account origination and onboarding through the development of a rich client application

BSG worked with a leading South African retail bank to develop a rich client application designed to streamline and enhance the account origination and customer onboarding process, while simplifying the addition of value-added services to accounts.

overview of the clients needs
  • Improve account origination and customer onboarding processes 
  • Enable more effective sales of value added services during origination process
  • Ensure integration of sales system with existing legacy Cobol-based systems
  • Enable effective maintenance of existing accounts and customer details
  • Enable a paperless origination process, including document scanning, storage and retrieval, and electronic contract signing
  • Integrate biometric customer identity authentication via a link with the Department of Home Affairs
  • Develop a rich client application to enable more effective account origination and customer onboarding
  • Effectively integrate client application with existing legacy Cobol-based applications and systems
  • Conduct a pilot roll-out with selected branches, followed by a nation-wide roll-out across a network of ±650 branches
  • Develop a technical solution to enable paperless origination and onboarding (including document scanning, storage and retrieval and electronic contract signing)
  • Ensuring necessary data privacy processes are in place, develop a link with the Department of Home Affairs to enable secure biometric customer verification
  • 18.8% reduction in time required for account origination across ±650 branches
  • 25% overall time reduction in customer onboarding processes
  • Paperless origination and onboarding process
  • Increased data security and reduction in potential for identity fraud through a biometric link to the Department of Home Affairs
  • Improved business agility and reduced response time through implementation of agile practices and methodologies
Branch Delivery Platform Development Abridged

As part of an eight-year strategic journey, BSG developed a Branch Delivery Platform using .Net technology to enable smoother, less onerous customer onboarding and account origination

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