# Areas of use

Below are the main areas in which the Eximee Low-Code Platform is currently used in banks.

## Digital onboarding and KYC

Building processes that enable remote opening of banking products and meeting identification requirements:

* personal and business account onboarding,
* identity verification and data updates as part of KYC,
* remote registration of a sole proprietorship integrated with SME account opening,
* customer data updates in online banking.

## Sales of banking products

Launching fully digital customer acquisition and product sales processes:

* applications for personal, business, or savings accounts,
* loans and cash loans,
* mortgages,
* sales of insurance or credit cards.

## Self-service banking and after-sales service

Development of services that customers can carry out on their own, without contact with a bank employee:

* submitting requests (e.g. ordering a certificate, changing a limit),
* updating contact or personal details,
* reporting complaints and tracking their status,
* document generation,
* after-sales processes (e.g. renegotiation of a loan agreement).

## Internal processes and regulatory compliance (back office)

Digitization of organizational processes and support for regulatory compliance:

* a tool for assessing project compliance with GDPR (e.g. GDPR Check),
* approval workflows (e.g. product approval requests, tariff changes),
* monitoring compliance with internal policies and procedures,
* management of documentation and decisions in accordance with audit requirements.

## Tools supporting bank employees' work

Building applications supporting the daily work of operational teams and advisors:

* an application for handling mortgage renegotiations,
* customer case management panels (case management),
* task cockpits and dashboards for sales and back-office teams,
* support for distributing cases and tasks in operations centers.

## Surveys and satisfaction studies (NPS, CES, CSAT)

* creating and sharing surveys after sales and service processes,
* automatic launching of NPS or CES forms depending on context,
* integration with the process engine and communication channels (e-mail, online banking).

## Special projects and inter-institutional integration

Implementation of custom or urgent projects requiring fast deployment and extensive integration:

* applications for subsidies under the PFR Financial Shield (implemented in a dozen banks within a few weeks),
* government programs (e.g. 500+, anti-crisis shields),
* special bank campaigns requiring mass outreach to customers (e.g. migrations, consent collection, data confirmations).


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