In a bank’s corporate banking division, every meeting begins with a client status report—that is, a report on the company’s current situation. Until now, the department had to compile this report manually from multiple systems. Given the high number of meetings, this took a lot of time. And despite the use of predefined categories, every report looked different.
Today, customer status is generated automatically based on the department’s criteria, both as an individual view for each customer and as a group view. To achieve this, we’ve integrated the relevant data sources and implemented an end-to-end process from data entry to the final report. A report is now available in about 30 minutes instead of several days. The MVP has been approved, and the rollout is underway. Plans include CRM integration and additional reports such as meeting follow-ups and board proposals.
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