Flow for Banking

A complete file. A decision by your specialist.

Documents arrive through different channels. Colleagues gather information, check what is missing and update multiple systems.

Let's talk about this process How it could work

Application scenario

Preparing a customer file

What Flow can doCollect documents, organise information, flag missing items and prepare a file for review.

Where your colleague decidesYour specialist reviews the content, handles exceptions and makes the customer or risk decision.

From arrival to completion

How your process could run.

01Receive the request
Email, forms and documents come together in one process.
02Compile the file
Flow organises data and checks it against agreed completeness rules.
03Specialist reviews
The case handler checks the supporting information and requests additions where needed.
04Record the decision
Approval is followed by the agreed system update and process log.

This is an example configuration. We validate integrations, data usage and process rules with your team before putting the workflow into use.

First the goal, then the automation

Make the improvement measurable.

We first establish how the process currently runs. Then we define the result the implementation should deliver, including usage and management costs.

Also applicable to internal service requests, document processing and operational checks.

What we can measure together

Time to a file ready for review
Manual minutes per request
Number of missing documents and rounds of rework

Target results are agreed per project, based on the baseline and chosen scope.

Platform and delivery team

We build the process with the people who run it.

Our approach brings together your process owner, colleagues and IT team. We configure Flow, test with practical examples and agree on acceptance, handover and support.

Explore our approach

Fits your IT landscape

Cloud-native, with connections to your existing systems and room for human approval.

AWSMicrosoft AzureGoogle CloudSaaSOn-premise

Access and dataAgree upfront on which data and actions are needed.
Process rules and approvalDefine what can happen automatically and when a colleague decides.
Visibility and guidanceFollow execution and handle exceptions in a focused way.

Start with the work that gets stuck

Which process takes too much of your team's time?

Bring one concrete example. Together we explore where it gets stuck, what Flow can take over and which decisions stay with your people.

This leads to a focused proposal with results, scope, investment and responsibilities.

hi@inntelligence.nl

+31 85 080 5007