Areas of use

Below are the main areas where 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 business integrated with opening an SME account,
• 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 advances,
• mortgages,
• sales of insurance or credit cards.

Self-service banking and after-sales service

Development of services that customers can handle themselves, without contact with a bank employee:

• submitting instructions (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. renegotiating 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,
• document and decision management in line 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 customer cases,
• task dashboards and dashboards for sales and back-office teams,
• support for assigning cases and tasks in operations centers.

Surveys and satisfaction studies (NPS, CES, CSAT)

• creating and distributing surveys after sales and service processes,
• automatic launching of 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

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