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Home / Case / Remote Banking Consultancy for a City Business Bank

Remote Banking Consultancy for a City Business Bank

Case Background

A city merchant bank, driven by the industry, the guidance of the banking association and the bank's transformation strategy, launched a comprehensive business transformation + full-media customer service system upgrade + video banking system construction of remote banking transformation, aiming to realize the in-depth transformation of the call center to remote banking through measures of clear positioning, determining the path, adjusting the structure, equipping talents and building the system.

Fully analyze the regulatory policies and the current business situation within the bank, design remote banking in modules, transform from organizational structure, team building, business transformation and system transformation, and plan the short-term and long-term construction path.
Consulting results

Proposals for organizational restructuring, business scenarios and system functional optimization suitable for the transformation of the bank, and progressive implementation.

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