Trusted by a Tier 1 bank.
A Tier 1 bank's payments team brought merchant applications into one journey. We can’t share their name, but we can share their results.
One application
Instead of a file passed around
- PDF form
- Spreadsheet
Sales and the merchant share the same application.
The client
A Tier 1 bank's payments business. We can’t share their name, but we can share the results without adding detail that would identify them.
The challenge
Merchant applications moved through forms, spreadsheets and email. When a file arrived incomplete, sales and the reviewers did the work again.
What changed
How the file moved
A different copy each time
- PDF form
- Spreadsheet
One application
Sales and the merchant together
One journey
The merchant and the salesperson work in the same application, instead of passing a file between them.
Rules as configuration
The policy is applied as settings the team controls, without a release for every change.
A record with the decision
The application, the checks and the outcome stay together.
The result
Customer outcomes
Minutes
From sales to compliance checks
100%
Right the first time
10×
Faster to go live