Creating a digital process

for retail & corporate banking

Automate retail and corporate
banking processes

With the help of a comprehensive CRM solution, companies can focus on managing the customer’s journey successfully. CRM understands what would be the best step for each individual depending on previous activities.

Corporate Banking

  • Faster and more agile collaboration model
  • User friendly across all channels
  • Enables banks to open accounts (Credit Cards, Debit Cards, Loans, and Deposits) for customers using WORX ID
  • Opening accounts verification made easy through being able to conduct e-signature, automate passport copy scan, facial recognition, scan documents, and fingerprint scan
  • Manage accounts easily through issuing a credit card, blocking credit cards
  • Gives access to customers to easily manage all
  • Multi-User Approval allows banks to grow with customers:
    Policies can be fit to customers’ requirements
  • Customers can set thresholds for individuals
  • Real-time information access
  • An intuitive user interface allows multiple approvals and rejections in one action

Retail Banking

  • Faster and more agile collaboration model
  • We integrate all our applications into our omnichannel digital banking platform for perfect integration
  • Ability to open accounts (Credit Cards, Debit Cards, Loans, and Deposits) using WORX ID

Easy Onboarding Process:

  • Opening accounts verification made easy through being able to conduct e-signature, automate passport copy scan, facial recognition, scan documents, and fingerprint scan
  • Connect to Know your customers
  • Track and trace capabilities to inform the customer about status and next steps
  • Manage accounts easily through issuing a credit card, blocking credit cards
  • Flexibility in customizing banking apps to your needs
  • Secure money transfer tool which supports multiple money transfers (Domestic and International)

Loan Origination

  • Increase your efficiency and decision speed through our loan origination software and increase your customers’ satisfaction
  • Developed by Dynamic 365 offers the best solution for end-user
  • Offers a customized policy and flow for loan origination process
  • Worx Loan Origination allows to capture the request of loan and manages the customer journey

The loan origination process:

  • Digital Loan Origination
  • Instant Loan Origination
  • Mobile Loan Origination
  • Merchant-based Loan Origination

Loan Collection

  • Using Worx Loan Collection enables an early action towards the collection and improves loan collection management
  • Built on top of Dynamics 365, the collection engine enables financial institutions to implement a collection strategy per segment while reducing the cost to collect. It allows having one centralized process to handle all debt collections
  • Supports various collection strategies
  • Notify customers of overdue amounts in various ways
  • Manage each step of collection and ticket is provided at the end process
  • The system gives the ability to discount or waive late payment interest or fees

Automate Robot Process

  • Integrate all of the above to gather data of customers for verification such as e-signature, fingerprint, ID reader scan, etc
Want to learn more about how our platform can modernize your bank?
Just schedule a chat with one of our experts. We’re here to help.