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Online account openings
Use case: Online account openings Goal Coast Capital Savings is a member-owned federal credit union offering personal, business, and commercial real estate banking services. In preparing to expand across Canada, Coast Capital was looking to improve its online account opening process for both individuals and small businesses. Challenges Employees were spending days working through unnecessary […]
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Automated fraud prevention investigations
Use case: Automated fraud prevention investigations Goal Payoneer is a fintech company that provides business-to-business money transfers, digital payment services, working capital, and cross-border transactions in 200 countries and 150+ local currencies. Payoneer was looking to automate its case identification and investigation as well as the completion and submission of Suspicious Activity Reports (SAR). Challenges […]
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Automated private equity deal life cycle
Use case: Automated private equity deal life cycle Goal TPG is one of the largest private equity investment firms in the world, focused on leveraged buyouts and growth capital. TPG needed to modernize operations to deliver improved value to their private equity deals, through automating internal business processes, specifically the deal life cycle. Challenges Manual […]
