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 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 business registration integrated with SME account opening,

• 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,

• consumer loans and credit,

• mortgages,

• sale of insurance or credit cards.

Self-service banking and post-sale support

Developing services that customers can perform on their own, without contacting a bank employee:

• submitting 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., 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 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,

• panels for managing customer cases (case management),

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

• support for distributing cases and tasks in operational centers.

Surveys and satisfaction research (NPS, CES, CSAT)

• creating and sharing surveys after sales and service processes,

• automatic triggering of NPS or CES forms depending on context,

• integration with the process engine and communication channels (e-mail, online banking).

Special projects and interinstitutional integration

Implementing custom or urgent projects that require rapid deployment and extensive integration:

• applications for subsidies under the PFR Financial Shield (implemented in several banks within a few weeks),

• government programs (e.g., 500+, anti-crisis shields),

• special bank campaigns requiring mass outreach to customers (e.g., migrations, collecting consents, data confirmations).