Canadian Retail Bank

Canadian Retail Bank

Industry: Banking
Region: Canada
Assima Solution: Assima Training Suite (ATS)

A leading Canadian retail bank partnered with Assima to train 2,500 staff on a new application, achieving cost savings of $3 million and enhancing mortgage services for customers.

To increase efficiency and improve the customer experience, a major Canadian retail bank streamlined its mortgage application process, which was previously manual and paper-based. While making the process more efficient, the changes also allow the bank to give customers a decision on their mortgage application quickly in one meeting.

After evaluating potential platforms to support the new mortgage process, the bank decided to deploy SAP. With each step of the process automated in the system, the bank had to accommodate a major change in working practices for branch staff and other bank executives. Specifically, more than 3,000 staff needed to be trained on the new SAP CRM within a very challenging timeframe.


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