A large financial services institution lacks a unified portal for its customers which causes customers to have trouble finding their bank information, leading to increased support requirements and low customer satisfaction. The bank wants a flexible client portal that empowers consumer clients to access all of their account information, open new accounts, and review their transactions and credit information in one place.
Leveraging Unqork’s Digital Customer Portal, the bank can rapidly deploy a portal that integrates with all of its LOS, internal systems, as well as third-party data service providers like Plaid and TransUnion to provide the customer with a full picture of their accounts.
The bank’s customers can now review their financial health, update their information, move money between accounts, and much more without any human intermediation.
• Speed to Market in 16 weeks on time and on budget from ideation to production with only 5 resources
• Reduced operational risk with automated controls and audit trail
• Improved cost structure by digitizing the processing and approval of client activities