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Wednesday, August 12, 2020

How Effective Implementation of nCino Sped Up Client Service Resolutions by 70%

 Today’s financial services clients expect less paperwork, quick answers, 24/7 visibility into their accounts--and the ability to do it all online.


A top 20 national bank had the capability and extending it to their treasury management business was their next big opportunity. By wielding technical know-how and deep subject matter expertise, West Monroe helped them do that by implementing a new digital platform and a new, industry-leading client experience that lead to 70% faster resolution of service requests.

Read the case study to learn how West Monroe:

  • Developed a vision for client experience by journey-mapping existing experiences and creating optimized paths for improved ones with necessary operational redesigns to boot
  • Collaborated with the national banking client and nCino on all aspects of nCino implementation, from communicating the approach, to training employees, to calibrating the platform’s specifications to the team’s goals

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