Financial Institutions Make CX a Top Strategic Priority
According to a 2022 Gartner Industry LOB Buyer Behavior Survey, financial services line of business (LOB) leaders continue to cite the customer experience (CX) as one of their top strategic priorities, with improving customer satisfaction as the most important performance metric for 2022 through 2023.1 Flash forward to 2025 and CX is more important than ever.
As financial services LOB leaders look to improve CX, optimizing the consumer and commercial lending process is emerging as a key driver of enhanced customer and employee satisfaction, but identifying the best opportunities for automation and the right technologies for the job can be challenging. In the 2024 Gartner report "Automation Use Cases to Improve Loan Origination and Lending Processes," industry analysts Vatsal Sharma and Jeff Casey share use cases that demonstrate how to effectively leverage automation to improve the three key phases of the loan origination process.
Explore Lending Process Automation Opportunities!
Complete the form at right to access the Gartner report and discover:
- Key recommendations for banking CIOs tasked with improving loan origination/lending processes
- How borrower communications can be optimized with dynamic, automated document generation
- Quick productivity improvements via automated customer data capture, validation, and processing
Learn how you can apply automation across the lending lifecycle.
Source: 1. Gartner, Automation Use Cases to Improve Loan Origination and Lending Processes, Vatsal Sharma, Jeff Casey, February 26, 2024.
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