Build better banks
Today’s clients want freedom of choice. They demand modern digitally integrated solutions that work.
Today’s regulators expect banks to comply to legislation and put their customers interests at the heart of what they do.
Bank employees want to make a positive impact on their clients financial experiences.
Build better banks
NextgenBank makes it radically easy to design, build and launch the next-generation bank faster, affordably and with less risk.
- Shorter time to market Retail & SME configuration of data model designed specifically for Retail and SME Banking clients
- Digital onboarding capabilities out of the box including standardised KYC/CDD/ODD and AML workflows
- Most common Retail and SME client facing requests with automated work and approval flows available out of the box
- Repository of configured email templates and flows for clients
- Predefined compliant setup of Salesforce FSC including field history tracking, flagging, etc.
- Quick hands-on experience for stakeholders on how the capabilities can be transferred to the Bank’s Target Operating Model
- Quick learning environment to experience the power of one integrated workflow engine that orchestrates client interactions out of the box.
Retail customers
“I just want to open a savings account without all the hassle…”
NextgenBank is based on a
multi-stakeholder approach
In a successful banking platform there are various stakeholders that we need to be aware of when designing solutions. We created high level lenses in our design process to help focus on designing Salesforce solutions
As a compliance officer my responsibilities are:
- Ensure the company operates with integrity and adheres to applicable laws, regulations and internal policies
- Ensures definition and implementation of compliance principles, code of conduct, policies & procedures
- Implement and adjust to emerging, changing (inter)national regulations and regulatory oversight
- Effectively identify, assess, mitigate and manage integrity risks, through Systematic Integrity Risk Analysis
NextgenBank offers the compliance officer
Strong Compliant Record Keeping
- Consistent customer record (Person Account/Business Account)
- Core customer details, including address, and verified user contact details (e.g. user email account and mobile phone number)
- Screening results of customers (alert, hit, none)
- Identity document details (place of birth, birth date, gender, etc.) and verification results (passport / identity card)
- Triggers on expiration of identity documents (customer review)
- Traversable relations with other people (spouse, lawyer, etc.), including Joint Account holders
- Tax legislation recognition (during onboarding process)
- Risk profile based on profile for Retail Savings (EU, euro transactions, etc.)
Additional
- Process of attorney for when needed
- Dual controls on primary data changes in dual layer approval(change of CRM data) including auditability
- Insight on customer onboarding
- Customer self-service
- Source of wealth
- Unique client view (and deduplication) due to ruling (using a combination of unique ID’s such as BSN/unique ID nr’s as fuzzy logic) - including case management for deduplication
- Complete traceability of account creation and changes such as nominated account changes done in selfservice by clients
Strong Compliant AML/CFT support
- TM flags and cases to resolve this (suspicious activity reporting)
- Verification of nominated (counter) accounts change
Strong Compliant Case and Contact Management
- Client emails
- Client calls
- Normal service requests (online initiated) and answers
- Official complaints
What Can I Expect?
NextgenBank makes it radically easy to design, build and launch the next-generation bank faster, affordably and with less risk.
During this demo we will showcase you NextgenBank and walk you through the entire process.
- Industry insights from our expert team
- A brief conversation to assess what NextgenBank can do to help.
- Live product demo with insight into how to get the most benefit from NextgenBank.
- Discuss possible next steps. No commitment required.
Get started today!
FAQ
What impact will it have on my IT expenses?
Decreased IT costs: Simplification of IT landscape to have a single compliant source of truth on client data
Who is in control?
Business in control: Integrated workflow into one application that is designed for those who have client contact
What about audits and regulations?
The entire solution has been battle-tested in a real-world regulated environment. You will get a detailed audit trail on client and product risk processes.
Nextview has built a strong base of business in supporting financial services organizations in their Salesforce adoption journeys
Nextview "Best in Class" Salesforce industry partner according PAC innovation RADAR
Nextview, a leading European Salesforce Consulting Partner, is proud to announce that it is recognized as "Best in Class" Salesforce Industry partner in all of its focus industries by the PAC innovation Radar on Salesforce-related services in Europe.
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