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Table of Content

How digital banking and automation benefit financial institutions

Who stands to benefit the most from Atfinity’s partnership with Tagit?

Frequently asked questions about digital banking and automation

What is an omnichannel banking experience?

What can be done in a mobile banking app that can’t be done online?

What are the benefits of an automated onboarding process?

More about Tagit

More about Atfinity

PARTNERSHIPS

Digital Banking and Automation - New Partnership with Tagit

According to a survey, the number of people in Switzerland using mobile banking has shot up by 20 percentage points, landing at 68%. The UK is even more impressive, increasing by 10 points to 73%. And Singapore takes the cake with 81% of people using mobile banking!

So, to help banks and other financial institutions keep up with the growing customer demand for cutting edge technology, we’ve partnered with a key player in the digital banking space – Tagit!

And this partnership is especially important for two main reasons. Firstly, it will allow our clients to take full advantage of two growing industry trends, digital banking and automation, and fully digitise their processes!

Not only will this help them provide a much better service but it will also ensure that their processes keep up with the shifting finance landscape. Secondly, this marks Atfinity’s slow and steady growth into the Southeast Asia market.

Therefore, we’ve reached out to Tagit’s CEO, Sandeep Bagaria, as well as Atfinity’s own CEO, Alexander Balzer, to discuss digital banking, automation, and what Tagit’s partnership with Atfinity means for our current and future clients.

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How digital banking and automation benefit financial institutions

Utilising both Atfinity’s automated onboarding as well as Tagit’s omnichannel and digital banking capabilities leads to a few major benefits, such as:

Streamlining all processes across different channels
Orchestrating key processes for a more cohesive system
Doing away with repetitive tasks
Significantly shortening the onboarding process
Lowering the rate of human error
Opening new channels for banks to easily communicate with their customers
Offering a better user experience
Keeping up with customer expectations

And the benefits offered by both Tagit and Atfinity have only become more crucial. For one, a recent survey revealed that mobile banking is the preferred choice for 41% of respondents. Therefore, banks that still don’t offer this feature will be at a disadvantage. Additionally, Alexander Balzer points out:

“The adoption of mobile banking will grow, as people get more used to slick, modern solutions. Less and less people want traditional pen-and-paper approaches”.

And digital banking as a whole is even more popular, with 63.9% of people in the EU utilising online and digital banking!

Secondly, looking at Atfinity’s own automated onboarding process, we can see that it is on average four times faster than a more manual approach. And for banks that onboard hundreds of customers a day, this relates to a significant amount of time they can now allocate to different tasks.

Furthermore, lowering the rate of human error by utilising automation software helps banks stay compliant with the relevant regulations – saving them a fortune in non-compliance fines and reputational damage.

Therefore, banks and other financial institutions that take advantage of this new partnership can benefit from grabbing a larger audience, offering a better user experience, and significantly cutting down on operation times and costs.

Who stands to benefit the most from Atfinity’s partnership with Tagit?

Tagit’s CEO, Sandeep Bagaria: “The partnership between Atfinity and Tagit primarily benefits banks and financial institutions that are looking to enhance their onboarding and lending processes. Atfinity’s platform provides significant value by enabling Tagit to deliver more complex onboarding solutions for small and medium enterprises (SMEs) and business customers.

Additionally, Atfinity’s capabilities allow for the creation and configuration of lending back office and compliance processes without needing a standalone system, thereby streamlining the lending origination journey. This partnership enhances Tagit’s ability to offer comprehensive end-to-end solutions in both onboarding and lending, ultimately benefiting their clients by improving efficiency and reducing complexity in these processes.”

Frequently asked questions about digital banking and automation

Both Tagit and Atfinity strive to help banks go digital and embrace cutting-edge FinTech technology. However, with some financial institutions being wary of changing how their key processes are being handled, certain questions are bound to arise.

Therefore, in this section, we’d like to give insight into why both digital banking and automation software are crucial for staying competitive in the finance industry.

What is an omnichannel banking experience?

Alexander Balzer: “The real omnichannel experience means doing what you want to do on the channel that you prefer. E.g. checking balances on your mobile, doing analytics on the web and being supported with more complex transactions like loans by your advisor. The combination of great apps with great case management allows the real future of omnichannel.”

And the benefit of this approach is clear – it gives people options. Therefore, banks that take advantage of Tagit’s omnichannel capabilities can communicate with their customers through different channels depending on what they prefer, be it:

In person
Through a digital online portal
Through a mobile app

On the other hand, digital-only neo banks will typically lose customers from the first group and very traditional banks that have not yet gone digital will lose customers from the second and third group.

What can be done in a mobile banking app that can’t be done online?

Alexander Balzer: “Mobile banking platforms can offer added functionality – such as eKYC and real-time ownership checks. Web portals on the other hand typically aren’t created around the use of your phone’s camera and thus often don’t offer these features.”

On the other hand, digital banking platforms do have the advantage of being easier to access across different devices. For example, creating a bank account on your computer but then opening the portal on your phone to check your account balance.

Some people might also consider mobile banking the riskier option of the two, as losing your phone means losing access to your bank account while digital portals can be accessed through any adequate device.

Therefore, an omnichannel approach that includes both an online banking portal and mobile banking capabilities is the only way to get the best of both worlds.

What are the benefits of an automated onboarding process?

Alexander Balzer: “The most obvious advantage of an automated onboarding solution is that the process is a lot quicker. When it comes to most KYC checks, performing them manually can be very taxing and slow. And this not only leads to a worse customer experience, but also much more mistakes and frustration for employees at the bank.”

But there’s a second benefit worth considering – lowering the rate of error. Namely, even a simple clerical error can cost financial institutions hundreds of millions of dollars in extreme cases. However, by utilising smart automation software and AI, such mistakes can be drastically reduced, saving financial institutions a small fortune in compliance fines, loss of business, and reputation damages.

More about Tagit

Tagit is an award-winning digital banking solutions provider based out of Singapore. It offers an open API digital banking platform, Mobeix, as well as a suite of digital banking products, delivering best-in-class solutions, technology and UX for banks in Asia, Africa and the Middle East.

The company’s cloud native, SaaS-deployable digital solutions enable banks to efficiently process $100B+ in transactions annually and significantly grow their online customer bases by offering scalable, secure and personalised UX.

The DBP banking suite delivers out-of-the-box retail banking, corporate banking and digital onboarding solutions, enabling mid-tier traditional and challenger banks to offer high-end functionality without costly in-house development teams. The company offers its multi-language, multi-currency, scalable technology both on-prem and in the cloud with true omnichannel functionality, making mobile and Internet banking accessible across legacy and modern devices.

The Company works closely with clients to develop and implement a holistic roadmap that is aligned to their business objectives and brings its digital strategy to life. Founded in 2004, the Company is headquartered in Singapore with offices in India, and Philippines.

More about Atfinity

While we’ve mostly focused on its onboarding capabilities, Atfinity is much larger than just that. Namely, our award-winning software helps banks and other financial institutions perform process orchestration, KYC/KYB, Client Lifecycle Management, loan origination and so much more.

And all of this is possible thanks to Atfinity’s AI-powered rule engine! Furthermore, thanks to its no-code build, Atfinity stands out among competitors when it comes to its ability to adapt to changes in regulations or industry trends.

Namely, the initial deployment of our software usually only takes a few weeks, as opposed to the industry standards of multiple months. In fact, when it comes to some of our clients, such as Radicant, we’ve gotten them up and running in just 4 weeks – going from concept to fully operational in less than a year!

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Join the Future of Banking

Book your demo today and see why leading financial institutions
worldwide trust Atfinity to drive their digital transformation.

Join the Future of Banking

Book your demo today and see why leading financial institutions worldwide trust Atfinity to drive their digital transformation.

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