Key highlights

Automated loan application processing

Automation-led operational efficiency gains

£1 Bn fixed-rate loans in one year

Challenges

The existing fixed-rate lending product (with three- and five-year tenures) had gaps in credit monitoring and pricing structures that needed to be addressed before relaunch.

Solution

Developed a solution to automatically convert loans to fixed-rate at maturity, streamline customer communications, close gaps in credit monitoring and pricing, address market competition, and enable faster application processing.

Impact

1.

£1 billion fixed-rate loans in one year of product launch

2.

Enabled product relaunch within six months

3.

Improved customer satisfaction on the Salesforce CRM platform

4.

Automated end-user reporting and generation process

5.

Improved operational efficiency

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