Front Office Banking Operations Mortgage Based Products

A top tier Canadian bank is implementing a multi-product sales and origination system in their branch network.   Currently the branches use a collection of disparate applications and inefficient processes  to sell the various banking products (i.e., accounts, cards, investments, mortgages) resulting in both customer and staff dissatisfaction, as well as, missed opportunities to expand on client holdings with the bank.

Front Office Banking Operations Mortgage Based Products

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