CASA (Current Account Saving Account) Software Solutions
A fast-growing and newly operationalized bank wanted a CASA digital banking software solution to grow its customer base by bringing more customers on board through account opening services – Current Accounts and Saving Accounts.
Servosys CASA Solution Suite for Banks & NBFCs
Efficiently managing the lifecycle of CASA opening process requires a robust BPM platform specifically tailored to the needs of banks. ServoStreams® BPM platform plays a pivotal role in the successful issuance and management of account opening process, offering the following:
Seamless Collaboration
ServoStreams® BPM platform facilitates seamless collaboration between the bank and the partner brand. It streamlines the communication channels, ensuring all stakeholders are aligned and can efficiently contribute to the CASA opening process.
End-to-End Automation
From application processing sand delivery, our BPM platform automates the entire workflow. This automation significantly reduces manual effort, eliminates errors, and accelerates CASA opening process, enabling you to provide a swift and hassle-free experience to CASA holders.
Customization and Personalization
Our BPM platform allows you to customize CASA opening process based on your partner brand’s preferences and your target audience’s needs. You can easily configure rewards programs, promotional campaigns, and other features to deliver a personalized experience that resonates with your customers.
Risk Management and Compliance
Compliance with regulatory requirements is a critical aspect of CASA Opening process. Our BPM platform incorporates risk management and compliance features, ensuring that all necessary checks and balances are in place. This minimizes the risk of fraudulent activities and enhances security for both your institution and the CASA holders.
Key Features of Servosys CASA Software Solutions
Straight-Through Processing (STP)
ServoStreams® BPM automates CASA opening, expediting applications with advanced workflow management, reducing errors, and speeding up customer service.
Instant Customer Checks
Our Platform prioritizes customer due diligence with essential checks, seamless integration for deduplication, and automated decision-making.
Flexible Configuration and Customization
Our Solutions enables customizable CASA opening workflows with a flexible Business Rules Engine for tailored compliance and efficiency.
Real-Time Dashboards for Reporting
Our advanced analytics and ServoDashboard offer valuable CASA book insights, optimizing processes and driving data-driven decisions for banks.
Seamless Integration and Scalability
Seamless integration with core banking systems and scalability for application volumes, serving banks of all sizes for CASA opening.
Workflow Management
Implement End-to-End loan workflow automation, enabling seamless coordination between different stakeholders such as Field Officers, Branch Managers, Credit Underwriters and Operations Teams.
Industry Solutions
Banking & Financial Services
We serve some of the world’s largest Banking and Non-Banking players in Retail, SME & Corporate and take pride in creating new benchmarks in automating their business process operations.
Insurance & Third-Party Administrators
As the Insurance & TPA organizations take digital transformation targets, our solutions automate their journeys for Claims Settlement, Policy Servicing, New Business Expansion, etc.
Shared Services & Outsourcing Orgs
The Captive Shared Services Centers and BPO/KPO require a flexible automation platform with robotics capabilities to fulfill their customer’s horizontal & vertical needs, faster.
Technology & Services Organizations
Our forte in product development helps us offer independent applications development projects to Clients who wish to invest in their own IPR creation on a pure services model.
Manufacturing & FMCG
Our product suite integrates the ‘back-office’ with ‘field operations’ through mobility, regardless of whether the business processes automation is for sales or customer services.
Life Sciences & Pharmaceuticals
The business processes such as Clinical Trials, Research Documentation, Geo-location Tracking, Exception Reporting, etc. are the key automation areas in this sector.
Government Organizations
This sector is increasingly embracing Workflow & DMS-based government-to-citizen services, e-governance, and e-office solutions with the objective of creating less-paper offices.
Harness the Powerful Products
ServoStreams
BPM Suite
Advanced BPMN2.0 compliant BPM Suite with a set of tools that enables rapid automation of business processes involving Human & Robotic executors.
ServoDocs
Document Management
Enterprise DMS for voluminous Archival/Retrieval and extensive integration needs capable of using cloud object storage like Amazon S3.
ServoWebScan
Web Scanning Workflow
TWAIN-compliant Web-Scanning Imaging Workflow System with centralized control, multipage document generation, editing like add/delete, etc.
ServoImage
Mobile & Desktop SDK
Mobile-based Image Processing Library for image auto-correction, compression, JPG to PDF/TIFF conversion, and more; built on open source.