The competition is raging in the banking and financial sector. Online banks are developing and turning their digital solutions towards customer expectations. Faced with the arrival of the neo-banks and neo-insurance, traditional banks are forced to act and digitalize faster and become more agile and flexible. Automation of processes, new culture, optimization of the customer experience…The challenge will be to put the customer at the center of their activities.

The customer is looking for a bank capable of offering dematerialized banking services, accessible at any time from his smartphone. In their quest for personalization, speed and immediacy, 80% of customers put the customer experience first!

The digital transformation offers the opportunity to improve the relationship between the bank and its customers. But how do banks respond to the new expectations and remain competitive?

 

Workflow and automation of banking processes

 

Various processes are emerging to ensure the proper flow of information and the distribution of tasks. Workflow solutions are in full expansion. For many sectors, this is a real revolution.

All tasks will be digitized and automated. Automation is becoming necessary, even essential, in order to optimize time and increase added value. The bank is thus able to better manage its internal processes.

In addition to providing a marked course, the workflow makes it possible to carry out actions in a logical order. Quality, measurability and transparency: You are able to better define individual and collective performance. By rethinking the organization of tasks and the flow of processes, workflow considerably improves efficiency and productivity.

This reliable and adaptable tool is very widespread in term of customer services. Workflow shapes the customer experience and meets the multiple expectations of your customers and prospects. But digital transformation is not limited to the customer journey. Banks need to simplify and optimize their internal processes and operations.

 

The Pixels Banking Solution: Pixels Workflow

 

The Pixels Banking Workflow solution improves your productivity, your exchanges with customers, partners and internally and more importantly your customers and partners’ satisfaction.

Integrated into the workflow, your tiers have a global view of the state of the process. A customer /operator interface allows you to transmit the necessary data and improve the transparency of the information. Your customers are then fully involved in the process and their information can be collected directly. They perceive the progress and status of tasks quickly and instantaneously.

Document management, electronic signature or online KYC… Our solutions are designed to improve exchanges and performance. In particular, an intelligent alert system speeds up the process and reminds you which tasks need to be completed. Final reports/certificates can be generated in one click.

With our solution, we guarantee an increase in your productivity of at least 30%! Contact us for a demo.