Case Study: Tech Savvy Private Bank achieves 60% TAT reduction and 99% processing capacity with Newgen Software

Tech Savvy Private Bank - Customer Case Study

A fast-growing, tech-savvy private bank in India with a multi-channel technology platform needed to scale operations across 230+ branches and 30 hub locations while keeping costs and service levels under control. It faced high transaction volumes and growth, disparate operating models across geographies, long turnaround times, manual monitoring of metrics, redundant data capture and work forwarding, and inconsistent customer service.

Newgen implemented its BPM (OmniFlow), ECM (OmniDocs) and centralized bulk-scanning (OmniScan) solution, setting up 30 scanning hubs and automating account opening, trade finance and other back-office processes, plus a COE and BAM dashboard with 400+ reports. Results included TAT cut from 5 to 2 days (60% improvement), processing capacity rising from 70% to 99%, first-time-right improving from 50% to 70%, SLA adherence up to 95%, segmented service levels, automated hand-offs and 360° business monitoring for faster, standardized decision-making.