Customer Onboarding and Credit Approval

Overview: Automate business process for customer onboarding and Credit approval.

Challenges:
  • No formal process for customer on-boarding.
  • No authentic way to identify the credit limit based on the past data.
  • No authentic way to identify the credit limit based on the past data.
  • Lot of information on emails requiring a lot of manual efforts.


Solution:
  • Interface to manage user/group to collaborate for credit approval
  • Implementation of business process for Credit Approval system
  • In built process to take decision based on credit amount for approver
  • Integration with existing eco-system.
  • Reduce TCO for Business process management system

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