Accelerated Engagement + Increased Control
Temenos Infinity Platform Success Story
Deploying the Temenos Infinity platform to digitize a large financial institution’s securities-based lending application.
Empowering the wealth group’s loan officers to initiate and virtually hand off online applications to applicants for completion and digital signatures. Completed applications are automatically routed to loan offices to review and finalize.
APPROACH
Accutive assigned a team of certified Temenos Infinity developers with deep frontend web development and backend systems integration experience.
Less than 6-weeks to design and implement the solution:
- Develop UX design and build requirements
- Leverage an Agile development approach while providing customer demonstrations
- Conduct end-to-end System Testing
RESULTS
Improved customer experience:
- User-friendly application from a phone, tablet, or computer
- Rapid completion with prefilled data to reduce required inputs
- Routing to multiple, online co-applications
- Notification via SMS or email messaging
Enabled loan officers to significantly reduce application time to complete with pre-fill information for existing wealth management customers.
Customized with existing bank branding to provide user familiarity and confidence.
Leveraged electronic signatures to eliminate the need to print, sign, and scan.
Embowered loan officers to monitor, track, and support with regular status updates and notifications.
Temenos Infinity Platform supported a rapid online form build, test, and launch.
