BFSI · 2.4M customers
Regional financial services group
Dynamics 365 Customer Engagement with an API-first integration layer to the core banking platform and automated document intelligence for KYC.
The challenge
Customer onboarding took five days across three systems, with manual KYC checks and no audit-ready trail.
What we delivered
Dynamics 365 Customer Engagement with an API-first integration layer to the core banking platform and automated document intelligence for KYC.
- D365 Customer Engagement
- Power Automate
- Azure API Management
- AI Document Intelligence
Business outcomes
- Onboarding cut from 5 days to 8 hours
- Manual KYC effort reduced 62%
- Full audit traceability across every application
“The compliance team signed off first time. That has never happened on a platform program here.”
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