Origination
- Overview
- Application Acceptance
- Application Processing
- Exceptions Management
- Contracts
- Closing, Funding, Shipping
Overview
The process of origination touches most functions in retail banking but particularly across front office customer service teams - whether they are in-branch, at the call center or online channel.
The ability to take a holistic view of the client’s transition into a new product or service, in a timely, transparent and compliant manner, is critical to the success of the business – both in terms of new and existing customers. By supporting origination processes with the right content, at the right time, retail institutions can truly offer their staff, customers and third-party intermediaries a 360 degree view of the entire origination process. This enhances productivity, reduces “time to revenue realization,” and improves the customer experience.
