Tag Archives: retail banking

Retail Banking Process Series – # 5 Mortgage Request and Approval (short Mortgage Process)

Mortgage processes are by far the most complex specimen of the retail banking BPM solution family. These processes can amass more than a thousand variables, dozens of automated legal documents and also several sub-processes. Covering most of the possible ramification … read more

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Retail Banking Process Series – # 4 Car Loan Request and Approval

Car loan processes, the third entry to the retail process type series that we are summarizing, preserves many similarities to automated personal loan processes – one will encounter features such as an initial quote generation, credit evaluation and approval sequences. … read more

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Retail Banking Process Series – # 3 Personal Loan Request and Approval

Statistically, we at Negocios y Soluciones Informáticas, NSI (http://www.nsisoluciones.com) found that Personal Loans Processes (PL processes) are often gateway implementations for banks first BPM initiatives, right beside Credit Card processes (covered in the previous article), mainly due to the seemingly … read more

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Retail Banking Process Series (Part 2)

The processes shown in our retail banking series reflect the scenario of BPM implementations being mission critical, all encompassing, end-to-end, complex GUI driven solutions that cover the entire sales cycle and which are heavily (core and legacy system) integrated. Process … read more

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Retail Banking Process Series (part 1)

Introduction Having played an active role in the evolution of BPM as a methodology since 2004 in Panama, Central to South America and the Caribbean, most of our team members have had the unique opportunity of being able to observe … read more

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