Commercial & Corporate
Banking Experience
Comprehensive Prospect
Management and CRM Integration

Robust framework for managing leads, prospects, contacts, and campaign tracking, enabling seamless customer engagement. Integration of Salesforce with portfolio and facilities management applications to enhance relationship management and sales effectiveness
Seamless Client Onboarding with
Digital Automation

Portals for corporate and commercial clients, streamlining onboarding with electronic setup forms, document uploads, and e-signatures. Automated document validation and approval workflows for bankers, improving efficiency and reducing onboarding time
Advanced Origination and Credit
Facilities Management

Deal origination platform with segment-specific templates and in-context credit policy integration powered by NLP. Salesforce integration, enhancing visibility into deal pipelines. Modernization of legacy UI, with a planned migration to a service-based architecture for improved scalability
Risk Rating
and Credit Calculators

Risk rating tools, replacing costly legacy vendor platforms. Enabling periodic credit reviews and enhanced credit calculation capabilities (PD, LGD, RWA) to improve risk assessment. Revenue estimation using Salesforce opportunities, deal data, and other financial inputs
Portfolio Management for
Corporate and Commercial Clients

Credit structure management system for tracking hierarchies, entities, and relationships across portfolios. Consolidation of authorizations, outstandings, risk ratings, and review schedules into a unified platform. Reengineering of batch processes to reduce execution time, ensuring scalability while meeting SLAs
Streamlined Document
and Workflow Management

Integrated document and workflow management system for client and credit legal documents. Document harmonization to standardize structured and semi-structured content, for enhanced compliance and operational efficiency