Project for Vozrozhdenie Bank

Corporate block automation based on Microsoft Dynamics CRM


Task
Automation of credit provision and sales in the bank's corporate segment
Solution
Navicon Corporate Lending, Navicon Corporate Banking
Timing
18 months for phase one, 6 months for phase two

Project goals

Improve the decision-making control in regard to credit provision
Automate the observance of all the crediting regulations in the Bank
Automate the decision making (voting) in regard to credit provision
Automate the control over credit agreement conditions' compliance with the previously approved deals
Keep all the non-credit deals in a standardised information space

Project features

Geographically distributed structure
End-to-end process from client attraction through loan request examination to money disbursements
Integration with the bank’s internal systems: ABS, Corporate data storage, the gateway to external and internal data sources (System of Professional Analysis of Markets and Firms, credit bureaus, black lists, ECM, etc.)
End-to-end cross-system registration processes for new clients, agreements, cash disbursement
Specially designed interfaces for quick data input and viewing, as well as for voting
The elaborate technological process of the solution development, testing and updating

Results

Results
Maximized control over the credit provision; the higher-quality corporate sales
Results in figures

53

branches automated in regard to the selling process
Results in figures

63

thousand corporate clients
Results in figures

1500

employees to use the system upon the rollout finish at all of the bank’s branches

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