Infosys’ Treasury Management offering delivers a seamless treasury management client onboarding experience with ServiceNow to reduce total onboarding time, offer visibility & transparency to the team, and manage the workflow with robust dashboard & reporting tools. Elevate the internal workflow with the right tools for collaboration, alerts & notifications, and convenient document management which is critical & cumbersome in treasury management onboarding and servicing.

Results/Outcomes:

- **Digitize the manual process -** Digitize the onboarding process on a single platform with integrated sources, end-to-end automated workflows, and document management systems.
- **Reduce client touchpoints and redundant information capture-** Centralize data & self-service capabilities combined with automated processes to reduce onboarding time which results in fewer client touchpoints and eliminates duplication of effort.
- **Bring transparency and visibility-** Automate processes and leverage a centralized dashboard to offer real-time insights & improve transparency for the entire relationship team to facilitate informed decision-making.

Functional Features:

- Automated prefilling of data
- Group & individual based routing & assignment
- Automated notifications &alerts
- Individual & team dashboards with advanced reporting
- Integrations with leading partners (DocuSign, etc.)
- Customizable SLAs including parameters & alerts

Technical Features:

- Workflow based routing
- Service level agreements
- Integration with 3rd-party systems
- Reports and dashboards