Making policies work for you

95% Say

Of financial institutions state that policy changes remain predominantly manual

35% Say

Of financial institutions says inconsistent policy implementation caused poor customer satisfaction


Unparalleled Agility for Financial Services

Policy Automation enables financial institutions to deliver consistent policy-based decisions, be agile in response to policy changes and improve transparency of service delivery. Financial institutions can now manage business rules for the following industry-specific processes including:

  • Self-Service applications and online forms
  • Quoting, underwriting and claims adjudication
  • Loan origination and pre-authorization
  • Regulatory compliance
  • Mortgage origination
  • Billing operations
  • Fraud detection
  • Business process management
  • Automated trading

6 steps to manage your policy changes

Dynamic Interviews

Dynamic interviews deliver tailored advice for every customer

Compliance Management

Show adherence to regulations and policy in every customer engagement

Rule Modeling

Intuitive policy designer for modeling and testing against source material

Policy Lifecycle

Collaborate with stakeholders to update, test and deploy policy changes

Policy Analytics

Measure and compare the impact of current and changing policies

Determination Services

Share logic across any channels, processes and devices

How We Can Help

If you're ready to find out about how CRMIT Solutions can help your customers & your business with a meaningful experience

Talk to Us

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