Modernized banking functions

Use case: Modernized banking functions


A leading global bank needed to modernize its legacy system for managing various banking functions like customer onboarding, KYC, and account maintenance to improve customer service.


  • Multiple bank departments used one legacy system for customer onboarding, KYC, and account maintenance
  • The legacy system was intended for one customer service function, but was customized to handle all functions, ending up with more than 40 workflows
  • This legacy approach made digital transformation slow, causing an inability to adjust to changes in markets and regulatory requirements


  • Replaced legacy system with customer service application that enables individualized workflows for each customer service function
  • Automated KYC processes for customer due diligence
  • Launched a new risk calculator interface for customer ratings
  • Designed a comprehensive 360-degree view of customers


  • Improved customer service based on better customer insights for decision-making
  • Transformed the KYC renewal process
  • Dramatically reduced customer onboarding time
  • Enabled future growth with the flexibility to introduce new applications


About BIG

Bits In Glass is an award-winning software consulting firm. We combine our deep industry expertise and experience with the best names in technology to provide innovative solutions to your unique business challenges. Our expert consultants excel at solving complex technical problems across industries and verticals, specializing in healthcare, financial services, insurance, and the public sector. Let us help you improve operations, drive better customer experiences, and return more to your bottom line.

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