ERP Solutions

Overview Our client is an international banking and wealth management organization operating at the intersection of fintech and financial services. With strong roots in the United Kingdom and Southern Africa, the organization serves customers across Europe, Southern Africa, and the Asia Pacific region. It is dual listed on leading global stock exchanges, which reflects its credibility and position […]

Overview Loan Availment is a structured process that simplifies how a loan application is handled from start to finish. It covers every stage of the loan journey and improves transparency for both administrators and customers. Instead of managing applications manually or across disconnected systems, this process brings everything into one smooth and controlled workflow. When a customer […]

This document shows a detailed case study of the Endorsement Workflow which is designed to handle insurance policy endorsement requests. The workflow automates the process to make it faster, more accurate, and compliant with regulations. The case study explains the workflow steps, the role of each stakeholder, the problems with manual handling, and the benefits […]