The document discusses the transformation of banking solutions at Data Action through the use of Bizagi's process automation platform. Key outcomes include improved lending processes, increased customer satisfaction, and a culture of innovation across the business. Future goals involve enhancing human-centered experiences and maintaining competitiveness against new fintech entrants.

1. Digitizing & Scaling Core Banking
Solutions at Data Action

2. Today’s speakers
David Roche, APAC Manager
Bizagi
Alexei Fey, CTO
Data Action

3. Brief Introduction to Bizagi
Transformation Story: Delivering Banking Solutions at
Data Action
Q&A – Your Chance to Ask Questions
Quick run through of what we’ll be talking about
Today’s session

4. We help organizations to
transform into digital businesses

5. Global customers and partners
PARTNERS

6. Transformation Story:
Data Action

7. Data Action
Technology providers for the Mutual Banking Market.

8. What lending looked like
before
Complex and costly to update
Inflexible and rigid systems
Poor user experience

9. What did our Credit Unions need?
• Back office efficiency
• Increased customer satisfaction
• Flexibility as the business changes
To transform our lending
processes for the digital age

10. So how did we approach the project?
Understand the customer experience and user journey
Focus on building one requirement rather than a big bang approach
Engage with a ‘business-first’ mindset

11. Why did we choose Bizagi?
Ease of Use
Speed of Building Solutions
Flexibility
Insights and Analytics
Our Process Automation Platform

12. Implementation
Collaboration: getting IT and business from all credit
unions in the same room
Building Skills: Received Bizagi Instructor led training
Adopted iterative methodology to reduce risk
Integrated with existing core banking solution

13. What did we achieve?
Lending processes that deliver on customer needs
Built credibility in providing agile services
A platform for transformation of other processes
‘’The transformation has meant people now think about
processes not just systems’’

14. Benefits
Able to provide new services, without the need for core banking migration
Provision of greater transparency across client organization workflows
Created a culture of process innovation across the business

15. What’s next?

16. What does our future look like?
Human-centred experiences, with back-office automation
Continual delivery of automated processes into forward thinking banks
A new capability to compete against new entrants and fintech providers

17. Thank You

18. WhitepapersCase Studies
For more information visit
www.bizagi.com
E-learning
Join our next
Live Demo
Download
for free
Webinars

19. Thank you
Leading Digital Transformation:
A Bizagi Virtual Event