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15-20% efficiency, resulting in more volumes turned over
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Seamless migration of 13,000+ spreads from Moody’s Risk Analyst to nCino
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>10,000 financial spreads annually
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Standardised and centralised spreading function
CLIENT CHALLENGES
- Decentralised system of tracking/monitoring financial spreading
- Inconsistent spreading approach
- Lack of dashboards or MIS to track regional- and portfolio-level performance
- Limited experience in nCino transition/migration of spreads
OUR APPROACH
- Formulated a centralised spreading process to remove inconsistencies between branches
- Compiled a detailed methodology document to streamline processes and generate consistent output
- Validated historical spreading data to make it consistent across the database
- Created reporting dashboards, including heat maps, past-due/future-due information and KPIs
- Designed an automated and integrated workflow tool to place, update, prioritise and track all requests
- Provided nCino UAT/transition/migration of spreads support to the onshore team, with a high-quality SLA of 99.9%
IMPACT DELIVERED
- Accomplished seamless onshore and offshore transition through specifically designed centralised end-to-end process maps
- Attained consistent spreading through six robust methodology documents created during the nCino UAT phase
- Accomplished real-time tracking/monitoring of all spreading approvals; multiple reports and dashboards to track performance
- Ensured timely delivery and high-quality output realised through stringent SLAs
- Achieved a multi-layered governance structure to track performance/productivity, identify headwinds and implement appropriate measures
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