Treasury Management Onboarding: Tier 1 Bank

A large commercial bank struggled with slow, error-ridden onboarding, primarily due to manual processes and the inability to see the latest updates in activity taking place with vendor partners involved in the customer journey. This led to a greater need for support, leading to higher operating costs.

The OvationCXM platform bridged together visibility between all of the teams and organizations involved in the treasury management onboarding, so everyone was informed on journey status and next steps.

• Enhanced visibility

• Unfied data for greater insights

• Single place for collaboration and communication between all parties, in real time

• No-code tool to build and adjust journeys and publish them on the fly, without IT help