Case Study: Leading Bank of Central America achieves automated account opening and loan processing with Newgen Software

Leading Bank of Central America - Customer Case Study

A leading bank serving Central America and the English- and Dutch-speaking Caribbean needed to automate account opening and loan processing. Their legacy setup had no centralized rules or validations, no electronic document management, manual checklists and paper movement, poor tracking and reporting, no automated reminders, high turnaround times, frequent data-entry errors and rising operational costs — all of which hurt transparency and customer satisfaction.

The bank deployed Newgen’s OmniFlow, OmniDocs and OmniScan to centralize workflows, capture and index documents, enforce validations and enable distributed branch scanning with central processing. The solution delivered real-time monitoring and online reporting, improved visibility and auditability, faster turnaround, lower operational costs, reduced errors and higher customer satisfaction, plus the agility to adapt to product or regulatory changes.