Modernizing RFP & DDQ response for a wealth management and retail bank.
Modernizing RFP & DDQ response for a wealth management and retail bank.
This U.S. led wealth management and retail banking institution operates across multiple regions. With a virtual contact center and centralized banking hubs they needed a strategy to rebuild their retail banking ecosystem as digital and cloud-first while continuing to support existing on-premise systems during transition. Their RFI/RFP/DDQ teams served institutional and retirement channels with ever growing adoption needs and frequent new user on-boarding.
In this transformation story we’ll show you how this company used Qvidian to transform their processes and build a modern process that increases user adoption and streamlines document creation.
Download the full transformation story
Download the full transformation story
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Key results for this company
Faster first drafts & fewer rework loops
Faster first drafts & fewer rework loops
By reducing manual work, this company went from initial request to first draft in record time while reducing the overall number of review cycles per response.
Improved governance & fewer errors
Improved governance & fewer errors
Taking advantage of Qvidian's central content library, content analytics, audit-trails, and customizable workflows allowed this company to reduce overall errors and improve compliance.
Increased user adoption
Increased user adoption
With Qvidian's easy-to-use platform and automation features, this company increased overall user adoption and made work more meaningful for everyone involved.
Repeatable, measurable operations
Repeatable, measurable operations
With Qvidian this company was able to create a brand new process with measurable results.