Case Study: Leading Private Bank in India achieves streamlined trade finance automation and faster turnaround with Newgen Software

Automation of Trade Finance and other Banking Processes using Newgen’s BPM suite

A leading private bank in India, serving corporate and retail clients across multiple lines of business, faced a rigid BPM platform that made even small process changes costly, time-consuming and error-prone. The bank suffered high manual intervention, long turnaround times, redundant logins and licensing, difficulty integrating with third‑party systems, lack of document digitization across geographies, and limited real‑time monitoring and auditability.

Newgen deployed its OmniFlow BPM suite with OmniDocs (ECM) and OmniScan (distributed capture) to automate more than 60 processes including a 56‑process Trade Finance module, and established a Center of Excellence for continuous improvement. The integrated solution enabled rapid process changes, automatic document capture and image‑enabled transactions, single‑sign‑on concurrency, real‑time BAM dashboards and full audit trails—delivering faster TAT, higher transaction throughput, lower manual effort and minimal downtime for updates.