Project for Vozrozhdenie Bank

Corporate block automation based on Microsoft Dynamics CRM

Automation of credit provision and sales in the bank's corporate segment
Navicon Corporate Lending, Navicon Corporate Banking
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


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


branches automated in regard to the selling process
Results in figures


thousand corporate clients
Results in figures


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

Other sector projects

Norvik Banka
Automation of direct sales with Microsoft Dynamics CRM
Mortgage banking automation with CRM