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12-15% efficiency, resulting in more volume 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 delivered
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Consistent spreading output
CLIENT CHALLENGES
- Decentralised system of tracking/monitoring financial spreading
- No dashboards or MIS to track regional- and portfolio-level performance
- Inconsistent or no spreading template/bundles
- No defined responsibilities for financial spreading
- Limited experience in nCino transition/migration of spreads
- Reduced front-office productivity
OUR APPROACH
- Formulated a centralised spreading process to remove inconsistencies between branches
- Validated historical spreading data to make it consistent across the database
- Compiled a detailed methodology document to streamline processes and generate consistent output
- Redesigned and set up a spreading/covenant monitoring template and completed validation
- Created reporting dashboards including heat maps, past-due/future-due information and KPIs
- Provided nCino UAT/transition/migration of spreads support to the onshore team, with a very-high-quality SLA of 99.9%
- Designed an automated and integrated workflow tool to place, update, prioritise and track all requests
IMPACT DELIVERED
- Impact delivered - Seamless onshore and offshore transition through specifically designed end-to-end process maps
- Produced/amended 6 methodology documents during nCino UAT phase
- Stringent SLAs to ensure timely delivery and high-quality output
- Real-time tracking/monitoring of all spreading approvals; multiple reports and dashboard to track performance
- Multi-layered governance structure to track performance/productivity, identify headwinds and implement appropriate measures
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