Tasica Workflow for Banking and Financial Services

When dealing with people’s money, personal account information and other financial assets, it is critical for banks to ensure secure and accurate information with real-time communication. Streamline processes and efficient self-service, online applications are key to ensuring satisfied customers and effective operations.

Tasica Workflow for Banking and Financial Services industries offers a wide variety of applications to help improve customer service and internal operations. With a simple, no-code design environment, users of all skill can build or modify human-centric workflow applications. Integrating dynamic electronic forms into workflow applications with real-time notifications, database integration and web services can simplify and enhance your customer’s interaction with your banking services over the web or through a secure portal environment. Workflow monitoring and reporting can help improve operational efficiency and demonstrate customer use of applications.

Tasica Workflow for Banking and Financial Services include:

  • Commercial Banking
  • New Account Enrollment
  • Loan processing
  • Statement Generation
  • Self-service applications
  • Customer Service
  • Account Transactions
  • Money Transfers
  • Account Fraud
  • Credit Card Dispute Processing
  • Product/Services Feedback
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