Case Study: Prominent North American Bank achieves paperless, instant customer delight with Clari5

Segment of 1’ Approach Delivering Instant Customer Delight via Intelligent, Cost-Efficient, Paperless Digital Branch Banking for Leading North American Bank

Prominent North American Bank, a financial institution with about USD 379 billion in assets, 2.5 million accounts and 39 branches, faced the challenge of turning its branches into consistent “customer engagement centres.” The bank needed faster, error-free teller interactions, paperless transactions, and a way to delight customers at branch touchpoints. To meet these goals the bank selected Clari5 and its Clari5 Customer Experience Management / Paperless Branch Banking solution.

Clari5 implemented a real-time, tablet-driven paperless branch workflow—Clari5 is the first screen for tellers, customers authenticate on tablets, view and sign transactions, and prefilled transaction data eliminates manual entry and paper receipts. The solution went live in under six months and delivered measurable benefits: significantly reduced wait times, elimination of paper forms, improved teller efficiency, increased customers served per employee, faster service turnaround, enhanced security and lower operational costs. Clari5’s deployment transformed branch interactions and drove clear productivity and customer-experience gains.