Скачать или смотреть Process Refinement and Process Documentation

Process Refinement —It will be necessary for financial institutions to “lean” their current processes to add-on technology and other consistent touchpoints. By gaining a full viewpoint as to what the recent pandemic forced financial institutions to change in their processes/procedures to be able to service the customer’s needs will be important to report. Also, what opportunities are there to incorporate AI into the new roles.

Process Documentation — Documenting processes will aid in lean migration. Also, by reviewing current policies and procedures it provides the capability to include planning for disruptions. For example, if the bank is closed due to any reason, the lending/collection policy would be modified to x,y,z. This could be across the board and include the hiring process, onboarding new employees, remote training.