Case Study: BanRegio (Regional Bank of Monterrey) achieves operational efficiency and faster customer response with ProcessMaker

BanRegio - Customer Case Study

BanRegio, a $4 billion publicly traded bank in Mexico with 133 branches, was hampered by manual, paper-based workflows—data scattered in Excel, nonstandard calculations across branches, no system to track claims, and slow customer response times—limiting operational efficiency, compliance readiness, and customer satisfaction.

By deploying the ProcessMaker platform, BanRegio digitized workflows, launched an online claims app, automated case management and forms, and extended reporting to monitor performance. The bank implemented 14 new internal processes, now handles 2,000+ cases per month and 200+ daily file requests, reduced turnaround times, standardized data and operations, and improved transparency and customer confidence.

BanRegio