Workflow & Process Re-engineering

Most banks adapt to change – whether driven by technology, regulations or customer demand – by making incremental adjustments to processes.  Over time, minor process tweaks can develop into a major patchwork where gaps and duplications emerge.

Perhaps your new account process has become cumbersome and is frustrating to both customers and staff.  Maybe you have implemented a new platform with inherent efficiencies, but employees continue to do the work the same old way.  You wonder what you could be doing better but don’t have the time to review and re-align all the pieces of the puzzle.

Re-engineering workflows and processes can streamline efforts and make your entire bank more efficient.  But it takes time, and often an outside eye, to first identify and prioritize flaws, then either craft a solution using your current systems or bring in a new vendor to solve the inefficiencies.

Vitex tackles workflow and process re-engineering with an eye on short- and long-term results.  We create a detailed picture of your current environment, including all major data entry points and paper-based elements.  This demonstrates exactly how mismatched your process may have become.  Next, we’ll identify the primary pain points – both the near-term simple fixes and the larger-impact problems – and prioritize them to align with your bank’s business needs.  If your current system is sufficient, we will help you implement process improvements.  If a new system is required, we’ll enter our unbiased vendor selection process with a clear plan that helps quickly identify the vendors who can provide a targeted solution.

At the end of a Vitex workflow project your bank will operate with increased efficiency, improving customer and employee satisfaction along the way.