In this case study, we will explore how our solution enabled a large financial institution, one of the top five banks in Poland, to optimize their business processes for corporate clients. By conducting a comprehensive analysis and implementing process optimization, the client aimed to achieve higher efficiency in onboarding new corporate clients and launching accompanying products and services.

Client Profile

The client is a major financial institution operating in the banking industry and ranks among the top five banks in Poland. They provide a wide range of banking services to corporate clients, serving large enterprises in the corporate sector. With a focus on delivering exceptional customer experiences, the client recognized the need to streamline their onboarding processes and improve overall operational efficiency.


The client faced challenges in their onboarding process for new corporate clients. Each new client had specific expectations and required the quick launch of multiple accompanying products and individual services as per the arrangements made with a dedicated advisor. The existing onboarding process involved multiple business units in an unstructured manner, making it difficult to monitor and causing inefficiencies.


Our solution involved a comprehensive analysis of the client’s existing onboarding processes and the identification of 27 individual processes related to launching specific products and parameterizing accounts for new corporate clients. The FINTURE team conducted an in-depth analysis of the AS-IS processes and developed optimization maps for each process path. The goal was to streamline and optimize the onboarding processes to achieve higher efficiency and improve the customer experience.


The final documentation provided by the FINTURE analytical team included a set of recommendations for process optimization and TO-BE workflow diagrams. These recommendations served as a roadmap for the development of the IT systems involved in the process flow. By implementing the recommended optimizations, the client achieved the following results:

  1. Enhanced Efficiency: The optimized business processes resulted in improved efficiency in onboarding new corporate clients. The streamlined processes reduced redundancies, eliminated bottlenecks, and accelerated the launch of accompanying products and services.
  2. Improved Customer Experience: The optimized processes enabled the client to deliver a better customer experience. The onboarding journey became more structured and transparent, ensuring that customer expectations were met promptly and efficiently.
  3. Operational Excellence: With optimized processes, the client achieved higher operational excellence by reducing manual interventions, streamlining interdepartmental coordination, and improving overall process monitoring and management.
  4. Scalable and Future-Proof: The roadmap for the development of IT systems provided a clear direction for future enhancements and ensured scalability as the client’s business and customer base grew.


Through the optimization of business processes for corporate clients, the client, a leading financial institution, achieved higher efficiency and improved customer experiences in their onboarding processes. The comprehensive analysis conducted by the FINTURE team identified process optimization points and provided a roadmap for future IT system development. By streamlining their onboarding processes, the client enhanced operational efficiency, improved customer satisfaction, and positioned themselves for continued growth and success in the corporate banking sector. Our solution enabled the client to optimize their business processes and deliver exceptional services to their corporate clients.