I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation
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Banking and Finance Industry

  • Banking and Finance Industry
  • Insurance Industry
  • Fund Management Industry
  • Pensions Administration Industry
  • Telecoms & Media Industry
Home Industries We Work In Banking and Finance Industry

Business Automation solutions for Banking and Finance

Insight 2 Value offers Business Automation solutions for Banking and Finance.

Our solutions are aimed at transforming process management, workflow, providing seamless on-boarding and improving customer service and complaints management at Retail Banks, Building Societies, Mortgage and Consumer Lending organisations.

Over the last few years, even the basic functions of customer onboarding and loan processing have become much more complex. Customer profiling, consumer duty, fraud assessments, subject access requests, and regulatory requirements result in a growing number of documents, more stringent information validation, greater collaboration, interactions and more complex processes. It has become necessary to manage these complex workflow processes as a “case”.

Our solutions provide the following features for each process, including:

  • Automated capture of inbound correspondence, including letters, emails, text messages, social media feeds, web forms, digital assistants (chatbots) and voice-to-text.
  • Routing and allocation of work based on rules related to work types, products, and customer details
  • Collaboration with other team members to share information and knowledge.
  • Generation and capture of outbound correspondence.
  • Creation of business rules to support a variety of scenarios.
  • Real-time insights into operational performance and potential breaches using management info dashboards.
  • Different means of retrieving work are dependent on user roles and the steps within the process.
  • Case analytics to provide a consistent view of structured and unstructured data.

Insight 2 Value provides solutions that can be implemented in weeks rather than months and can be tailored to the specific needs of each organisation. Our experience and implementation methodology means that we can offer solutions which are innovative and excellent value for money.

Find out more 

Arrange a meeting with us to talk about one or more of your challenges, and let’s get started.

Book a meeting
Banking Automation Solutions on IBM
Banking Solutions on ServiceNow

We’re able to connect your front, middle and back office using the ServiceNow platform and digitise core operational processes.

We can build core functionality at speed and then focus more of our time and project budgets on enhancements and automations. We drive further value for customers using technologies such as document intelligence, AI, and machine learning models to predict outcomes.

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Insight 2 Value Ltd
17 Lake View House
Tournament Fields
Wilton Drive
Warwick
CV34 6RG

Tel: 01235 766221 enquiries@insight2value.co.uk
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  • Home
  • About
    • About
    • Why Choose I2V?
    • ServiceNow
    • IBM
    • Meet The Senior Management Team
    • Case Studies
      • Case Study: Premex
      • Case Study: Atradius
      • Case Study: PTSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin)
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Services
    • Services Overview
    • Managed Services
    • Unstructured Data Discovery
    • Content Migration
    • System Upgrades
    • Solution Design and Implementation
    • Monitoring your ECM Platforms
    • Consultancy
    • Case Studies
      • Case Study: Premex
      • Case Study: Atradius
      • Case Study: PTSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Solutions
    • Solutions Overview
    • Solutions For Customer Service
    • Solutions For Complaints Handling
    • Solutions For GDPR
      • Data Breach Management
      • Subject Access Request
      • Privacy Risk Impact Assesment Management
    • Solutions For Guidewire
    • Solutions for Legacy Data Clean Up
    • Solutions for Safeguarding
    • Monitoring your ECM Platforms
    • Case Studies
      • Case Study: Premex
      • Case Study: Atradius
      • Case Study: PTSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • By Industry
    • Industries Overview
    • Banking and Finance
    • Insurance
    • Pensions Administration
    • Fund Management
    • Telecoms & Media Industry
    • Case Studies
      • Case Study: Premex
      • Case Study: Atradius
      • Case Study: PTSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Blog
  • News
  • Partners
    • Partners Overview
    • ServiceNow
    • IBM
  • Contact
I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation