Case Study: Global Wealth Management Services Group achieves automated online credit processing and faster decision-making with Newgen Software

A Global Wealth Management Services Group Automates Online Credit Processing with Newgen

A global wealth management group with more than 100 retail branches across Japan and operations in 30+ regions faced slow, manual credit processing that lacked traceability, consistent data integration, role-based security, and reliable LTV/risk inputs. Sequential email approvals, fragmented data sources, and no audit trail created delays, limited visibility, and compliance risks across retail, investment management, and wholesale divisions.

Newgen implemented the NewgenONE low-code platform to automate and monitor credit origination for new requests, amendments, and annual reviews across multiple facility types. The solution provided unified process and content management, automated validations and parallel approvals, MIS reporting and audit trails, and integrations with Avaloq, Bloomberg and Margin Man. As a result, the customer achieved faster decision-making, higher productivity, improved collaboration and governance, and streamlined, auditable credit workflows.