Application Areas

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

Digital onboarding and KYC

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

• onboarding of personal and business accounts,

• identity verification and data updates as part of KYC,

• remote registration of a business activity integrated with opening an SME account,

• updating customer data in online banking.

Sale of banking products

Launching fully digital customer acquisition and product sales processes:

• applications for a personal, business, or savings account,

• loans and cash loans,

• mortgages,

• sale of insurance or credit cards.

Self-service banking and after-sales service

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

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

• updating contact or personal data,

• submitting complaints and tracking their status,

• generating documents,

• 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., a product approval request, tariff changes),

• monitoring compliance with internal policies and procedures,

• managing documentation and decisions in accordance with audit requirements.

Tools supporting bank employees' work

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

• an application for handling mortgage renegotiations,

• panels for customer case management (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 distributing surveys after sales and service processes,

• automatically triggering NPS or CES forms depending on the context,

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

Special projects and inter-institutional integration

Delivery of custom or urgent projects requiring rapid implementation and broad integration:

• subsidy applications 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 customer outreach (e.g., migrations, consent collection, data confirmations).