Case Study: Leading Global Bank achieves streamlined content management and 100 daily customer onboardings with Newgen Software

A Leading Global Bank Streamlines Content Management with Newgen

A leading global bank with over 650 branches and 7.3 million customers faced fragmented content management that slowed loan processing, hampered collaboration and made it difficult for business users to find the right documents. Frequent document duplication, slow retrieval, and manual coordination reduced productivity even as the bank onboarded about 100 new customers daily.

The bank implemented Newgen’s Contextual Content Services (ECM), integrating OmniDocs with Salesforce and existing systems to automate document capture, storage and access. The solution improved visibility and collaboration across back-office, legal and audit teams, accelerated loan reviews and onboarding, and scaled across 20,000+ employees—supporting 60,000+ accounts opened to date (about 100 daily) and streamlined content-driven operations across the organization.