This proposal outlines goals for developing a retail banking products business project. The goals are to boost the data entry process by allowing customer service agents to enter data once through an app and print documents for signature, ensure integrated and unified data, allow privileged users to easily access verified data, and control and audit files. Additionally, the project aims to build and link rich databases, add and update soft copies of documents to reduce printing and storage costs, and enable branches to market other products.

1. Proposal of Business Development for Retail banking products
Following Slides for one of retail banking products as example

2. Goals of retail banking business development project
• Boosting data entry process in branches, as customer service agent inserts
data one time only through App and prints all/some documents to be
signed by customer.
• Guaranteeing that needed data is integrated and unified.
• Timely and easily calling data once it is verified in branches by privilege
authority.
• Control units will be able to manage and audit files by comparing data
extracted from the proposed app project and executed transaction on
Flex-Cube “Core Banking System”
• Building/managing/linking rich databases which can be used with several
purposes.
• Ability to add/update soft copies of documents to decrease the amount
of publications to save the cost of printing/distributing/storing these
documents in branches which will be wasted in case of content update.
• Availability for branches to market other products/services.
Disclaimer: The characters / firms depicted in this
presentation are fictitious. Any similarity to actual
persons / firms, is purely coincidental.

3. 1- Type the customer national ID
2- Then hit the button
1- Loan application form – where CS agent types some data for loan documents one time only:
Disclaimer: The characters / firms depicted in this
presentation are fictitious. Any similarity to actual
persons / firms, is purely coincidental.

4. 01XXXXXX
2- Some/most of data is extracted from customer profile on flex-cube system
123 St, XXX City
01XXXXXXX
Accountant
Tarek Fouad
01/07/20XX
Disclaimer: The characters / firms depicted in this
presentation are fictitious. Any similarity to actual
persons / firms, is purely coincidental.

5. 3- CS agent inserts rest of needed data for loan disbursement as auto calculations are in progress
01XXXXXX
999XXXXXXXXXXXXX
900XXXXXXXXXXX
Disclaimer: The characters / firms depicted in this
presentation are fictitious. Any similarity to actual
persons / firms, is purely coincidental.

6. 4- Final step – to finish and print documents to be signed by customer if needed
1
2
01XXXXXX
Disclaimer: The characters / firms depicted in this
presentation are fictitious. Any similarity to actual
persons / firms, is purely coincidental.

7. Thanks
Disclaimer: The characters / firms depicted in this
presentation are fictitious. Any similarity to actual
persons / firms, is purely coincidental.