Project for Vozrozhdenie Bank

Automation of corporate block based on Microsoft Dynamics CRM


Task
Automation of credit financing and sales in corporate segment
Solution
Corporate credit conveyor, corporate banking
Timing
18 months – phase one, 6 months – phase two

Project goals

Increase decision-making control in credit deals
Automate the control over following all the regulations in the Bank credit process
Automate decision-making (voting) in credit deals
Automate the control over credit agreement conditions' compliance with previously approved deals
Keep all the non-credit product sale deals in standardised information space

Project features

Regionally distributed structure
End-to-end process from attracting clients to considering loan requests and money disbursement
Integration with the bank’s internal systems – ABS, Corporate data storage, gateway to external and internal data sources (System of Professional Analysis of Markets and Firms, credit bureau, black lists etc., ECM)
End-to-end cross-system registration processes of new clients, agreements and cash disbursement
Specialised interfaces for fast data input and viewing as well as for voting

Results

Results
Maximum control over credit deals, improvement of sales quality
Results in figures

53

branches automated in the course of the sales process
Results in figures

63

thousand corporate clients
Results in figures

1500

users planned after the credit process rollout is over at all the bank’s branches

Other sector projects

Norvik Banka
Automation of direct sales with CRM