Areas of application

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

Digital onboarding and KYC

Building processes that allow 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 business integrated with opening an SME account,

• customer data updates in online banking.

Sale of banking products

Launching fully digital customer acquisition and product sales processes:

• applications for personal, business, or savings accounts,

• consumer loans and cash loans,

• mortgages,

• sale of insurance or credit cards.

Self-service banking and post-sale support

Developing services that customers can perform themselves without contact with a bank employee:

• placing requests (e.g., ordering a certificate, changing a limit),

• updating contact or personal details,

• filing complaints and tracking their status,

• document generation,

• post-sale processes (e.g., loan agreement renegotiation).

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 request, tariff changes),

• monitoring adherence to internal policies and procedures,

• managing documentation and decisions in accordance with audit requirements.

Tools supporting bank employees' work

Building applications that support the daily work of operations teams and advisors:

• an application for handling mortgage renegotiations,

• case management panels for managing customer cases,

• task cockpits and dashboards for sales and back-office teams,

• support for distributing cases and tasks in operations centers.

Surveys and satisfaction research (NPS, CES, CSAT)

• creating and sharing surveys after sales and service processes,

• automatically triggering NPS or CES forms depending on context,

• integration with the process engine and communication channels (email, online banking).

Special projects and inter-institutional integration

Implementation of custom or urgent projects requiring rapid deployment and broad 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),

• banks' special campaigns requiring mass reach to customers (e.g., migrations, collecting consents, data confirmations).