Know Your Customer - Business Playbooks Software - Automate Your Runbooks with Ease

Customer : Securities Firm

Challenge
Challenge

Challenge

  • Multiple steps across different systems and team members giving no visibility on progress made and team capacity planning
  • Poor customer experience
  • Unable to effectively track KPIs like TAT and system bottlenecks
Solution
Solution

Solution

  • A playbook was created with 20 activities to track all the tasks to be performed as part of the KYC. Playbook trigger is automated. Once live, the activities get assigned to the user based on the role, along with task assignment notification
Benefits
Benefits

Benefits

  • Faster revenue initiation
  • Reduction in KYC processing time
  • Consistent operations
  • Better customer experience
Playbooks for success

Standard processes, faster.

A leader in retail analytics achieved an 18% reduction in onboarding time by implementing Playbooks across multiple roles.

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