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ProcessMaker > Case Studies > BanRegio Transforms from Manual Processes to an Intelligently Automated Digital Bank
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BanRegio Transforms from Manual Processes to an Intelligently Automated Digital Bank

Technology Category
  • Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Functions
  • Business Operation
Use Cases
  • Process Control & Optimization
Services
  • System Integration
The Challenge
Before the implementation of ProcessMaker, BanRegio was operating on a blend of manual processes and minimal software applications. The lack of automation technology during the workflow process prevented BanRegio from delivering its highest customer satisfaction potential. The bank needed to migrate data from an Excel spreadsheet and individual workstations to a central location and more robust application. BanRegio’s processes and calculations needed to be organized and managed more efficiently, then incorporated into newly defined workflows. The bank needed to build out a plan for standard operating procedures for evaluating process performance and efficiency. The institution wanted to provide its customers with the ability to track the progress of its claims. Finally, BanRegio wanted to reduce its response times to customer inquiries to improve the customer experience.
About The Customer
BanRegio is a publicly traded bank with a net worth of $4 billion. Since its establishment in 1994, the bank has been committed to providing a high level of knowledge and experience to its clients. BanRegio operates 133 branches in 44 cities in central and northern Mexico. It offers services mainly for small and medium-sized companies, such as business loans, leasing, factoring and working capital loans. The bank's mission is to be in tune with its customers and the market to deliver the best experience possible.
The Solution
By leveraging the ProcessMaker platform, BanRegio implemented an online app that would service the customer’s investments. Administrative personnel created forms that would automatically be routed onto its appropriate path to provide quick and efficient response times. Additionally, ProcessMaker allowed retail store customers to easily file and track their claims and concerns. BanRegio integrated its Pentaho reports with ProcessMaker, allowing managers to monitor the average process and customer response times. Those managers used that information to then evaluate the effectiveness of their processes.
Operational Impact
  • Implemented 14 new internal processes
  • Stronger, automated process management
  • Instilled greater customer confidence and experience
Quantitative Benefit
  • 2,000+ cases per month, and 200+ daily file requests
  • Reduced turnaround time for requests and approvals

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