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March 02, 2021
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Process Automation LIVE - Episode 1: Financial Services

Bonita for banking & financial services

May 07, 2019

Bonita applications for financial services

Superior customer service in banking and financial services makes a competitive difference. Providing  customers well-designed services in user-friendly applications is a key differentiator.

Easily updated services also help insure protection from data theft and illicit financial transactions, verify governance, and guarantee compliance with frequent changes in regulations in the fight against money laundering and the financing of terrorism.

alptis banking customer quote

Case study: Alptis

Alptis, a large insurance organization in France, wanted to to link information about customers with the multiple operations carried out by the various service providers - brokers, insurance providers, banks - involved in their end-to-end processes. Alptis’ digital transformation objective was to ultimately offer the client more flexibility and transparency in process interactions, and respond to them faster and more accurately. 

This was a challenge because it involved extend their existing information system to accommodate multi-channel access (via phone, e-mail, chat, post, social networks such as Facebook and Twitter). They had to transform existing critical processes into service-oriented applications to provide end users – broker partners and employees – with a consistent, smooth, and transparent experience. 

"We moved from a siloed application development approach to a multidimensional, multidisciplinary cross-disciplinary development approach. Today, we are using Bonita as a collaborative platform for our development teams, allowing them the initiative to organize development around customer needs," explains Veronique Pachoud, Alptis CIO.

Thanks to their inplementation of Bonita, Alptis has seen improved performance at all levels of activity, and it is currently easier to deploy changes and new processes to respond to business innovations, make work easier for employees and improve customer service.

See more about Bonita in banking and finance here. 

See more success stories with Bonita in banking and finance here.

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