ProcessMaker
72 Case Studies
A ProcessMaker Case Study
A medium-sized Dutch bank experienced a surge of online mortgage and personal loan applications after a successful marketing campaign, but its back-end automation lagged: staff were manually verifying passports, employment records, bank statements and payslips, creating long delays, lost customers to faster competitors, and even forcing marketing pauses.
By implementing ProcessMaker IDP with built-in OCR, automated document classification, data extraction and anonymization, the bank automated verification and data import into its CRM and core banking systems while maintaining compliance. The change cut loan application processing time by 70%, reduced manual data work by 80%, lowered onboarding costs, shortened customer wait times and freed staff to focus on customer service.
Dutch Bank