CentroCredit automates work with client data in CRM based on BPMSoft

2024: Automation of Client Data Collection and Update Processes

JSCB CentroCredit"" completed a project to automate client collection and update processes data using a CRM low-code platform-based system from BPMSoft the company "." BMCoft The project was implemented by specialists of the system integrator "." 60 names The bank announced this on October 8, 2024.

Key objectives of the project included optimizing client questionnaires, automating checks on various parameters, as well as improving the processing of internal requests and automatically creating printed document forms. This made it possible to significantly reduce data processing time and improve the quality of work with customers.

Particular attention was paid to the process of registering new customers, which includes mandatory checks and automatic creation of accounts ABS in (automated banking system). In addition, automation of loading data from external sources was implemented, including up to ten different lists required for checking legal entities in accordance with Russian law. Among them are registries of subjects small and medium-sized businesses, as well as lists information with about the involvement of clients in suspicious operations and liquidated legal entities.

The 60 Names command implemented a mechanism for regularly downloading data that is initiated by the BPMSoft system on a schedule or signal, depending on the list. After loading, the data is processed and stored on the server for further use not only by employees working with the BPMSoft system, but also by other departments of the bank that need up-to-date information for decision-making.

Algorithms for client verification based on downloaded lists have also been developed. These checks are performed at various stages of the registration and customer service processes within BPMSoft, ensuring full compliance with internal standards and legal requirements.

Automation of client data update processes and integration with external lists allowed us to significantly improve the quality and speed of service. With the implementation of BPMSoft, we simplified internal operations and ensured compliance with strict legal requirements, which increased the level of security and transparency of operations, said Timur Sultanov, head of the department of information support and internal statistics of the Central Bank "CentroCredit."

For us, this is an important project in applying technology to automate key business processes. The introduction of BPMSoft allowed to reduce manual labor and minimize errors in data processing. We are proud to have contributed to improving the efficiency and safety of the bank, noted Anna Plekhanova, head of the implementation group "60 Names."

Our low-code platform solution provides customers with the ability to flexibly customize and quickly adapt to their unique business processes. The project for JSC CentroCredit showed how automation can increase productivity and reduce operational risks for banks, noted Yuri Vostrikov, CEO of BPMSoft.