The challenge: to reduce time at the POS and avoid mistakes
Performing an identity check of customers using Id documents is one of the most frequently performed processes at this bank. Before onsite was introduced, almost 10 work steps per process were required for customer onboarding. The consultants had to spend almost 10 minutes on this. The customer data had to be entered into the system manually, which could lead to errors in the transfer. In addition, the authenticity of the identity documents had to be verified by the consultant, then copied and scanned. Finally, they had to be sent by mail to be archived manually.