Creating a system tailored to meet specific needs of customer service representatives made for easy adoption.
Treasury Management System, Intranet Workflow Application
Financial organization develops internal intranet workflow applications to optimize treasury management systems.
Client context
The work begins with the operating reality.
Client
Truist Financial Corporation (formerly SunTrust Banks, Inc.) is a bank holding company that provides financial services to consumers, businesses, and various institutions in the United States.
EngagementFinancial organization develops internal intranet workflow applications to optimize treasury management systems.
IndustryFinancial Services
SolutionsDevOps, Digital Commerce
The challenge
What had to change
Setting up and servicing treasury management products and loan accounts at the bank (now Truist) was a complicated process, spanning several departments that often worked in parallel. The complexity of this process often resulted in delays and errors. When the bank began searching for a technical solution to this complex workflow challenge, its advisor, PricewaterhouseCoopers, recommended a browser-based solution that could be integrated with the bank’s legacy systems.
The BlueAlly solution
How the work came together
BlueAlly set out to turn PricewaterhouseCoopers’ baseline design into reality, building a Web-based workflow management system that captured all the product set-up information in a database. Any department or user with a need for the information can consult the central database on an independent basis, without having to wait for other departments or other users to complete their use of the data. Enabling all relevant departments and users to base their actions on a single data set minimizes errors, speeds up the process and establishes accountabilities for all the departments involved in the complicated, multi-layered set-up process.
The results
What changed
Adding both speed and accuracy to the account set-up process has improved the bank’s relationships with customers, and the sales department is better equipped to sell additional products and services to a more satisfied customer base.
Outcome highlights
What the client gained.
Rapidly developing a solution provided for a quick return to the bank in both efficiency and effectiveness.
Increasing customer service levels improved customer satisfaction and retention.
Delivering a better system proved to increase sales and prospect management.
Have a similar constraint?
We can start with the current state, the outcome, and the limits around time, risk, and budget.