Client
- Bankhaus Max Flessa KG
Industry
- Financial institutions
Automation
- CIB flow
- CIB easyForm
Integration
- agree21API
- CIB doXisign
- CIB doXiview
- CIB documentServer
Achieved goals
- Effizienzsteigerung
- Cost reduction
- Legal certainty
- Increased degree of automation
Describe your case study and benefit from efficient work processes through digitalization and automation.
Towards a process-based organization for Flessabank
Bankhaus Max Flessa KG was challenged with optimizing its internal business processes. The goal was to increase digitalization and automation while meeting regulatory requirements.
The solution
After a short training period, the specialist users were able to develop their own processes and forms and make them available for use within the organization.
Existing forms from the core banking system agree21 are compatible with CIB flow and can be used without further ado.
Timeline
January 2024
Conduct a feasibility study based on a process from the bank's live operations.
March 2024
Conducting training courses to enable technically skilled bank employees to develop their processes.
July 2024
Process development by CIB and trained process designers at the bank.
August 2024
Going live with five company-wide processes.
Prospects
Further processes are planned to go live by the end of 2024.
Achieved goals
WHAT OUR CUSTOMER SAYS
