Case Study: Fortune 200 Bank achieves rapid, enterprise-wide digitization of financial operations with Newgen Software

A Globally Renowned Fortune 200 Bank Digitizes its Financial Operations with Newgen

A globally renowned Fortune 200 bank with 150+ years of history, 85,000+ employees and 1,025+ branches across 59 markets sought a unified low-code solution to modernize its IT ecosystem, automate middle-office operations, onboarding and account review processes for deals exceeding $500M, and support ~4,000 global users. The bank faced inefficient legacy systems, slow deployment cycles, limited visibility and reporting, heavy IT dependence and weak integrations, and needed a platform that could be rolled out across 60 countries quickly.

Newgen deployed its NewgenONE low-code case management platform in a hybrid cloud architecture to digitize client advisory, document review, trade monitoring and onboarding workflows. With rapid low-code deployments (new processes in under three months), robust CRM/BI integrations, real-time dashboards, automated alerts, 360° deal visibility, CI/CD-driven rollouts and strong audit/compliance, the bank achieved reduced turnaround times, standardized processes, increased agility and transparency, faster branch rollouts and higher workforce productivity.