- Application Infrastructure & Middleware - Event-Driven Application
- Platform as a Service (PaaS) - Application Development Platforms
- Equipment & Machinery
- Finance & Insurance
- Sales & Marketing
- Inventory Management
- Leasing Finance Automation
OTP Bank Romania is a universal bank that offers complete financial solutions for individuals, SMEs, and corporations. The bank is a subsidiary of OTP Group, one of the largest financial groups in Central and Eastern Europe. OTP Group provides services to several fields including insurance, real estate, factoring, leasing and asset management, investment, and pension funds. With over 70 years of activity and a community of 40,000 employees, OTP Group takes care of over 16 million customers in 11 countries. OTP Bank Romania has 1800+ users, 97 branches in Romania, and serves 175k customers.
OTP Bank Romania, a subsidiary of OTP Group, one of the largest financial groups in Central and Eastern Europe, was facing challenges in scaling customer onboarding due to manual processes and disjointed technologies. The bank was committed to providing exceptional customer experiences and wanted to stay close to its customers, understanding them, and proactively responding to their shifting expectations. However, the limitations in their existing system were hindering their growth and customer service. The bank was in search of innovative ways to manage operations and improve customer service through various banking services. The ultimate goal was to accelerate market growth by reimagining its IT infrastructure and making the customer experience the starting point for workflow designs.
OTP Bank decided to leverage Creatio’s no-code/ low-code platform for workflow automation to support its digital transformation strategy. The project team began working in sprints, gradually implementing efficient workflows. The agile approach allowed the team to act on project stakeholders’ feedback and incorporate changes throughout the process. The bank assembled a dedicated group internally to help the project team translate the company requirements into tailor-made solutions. This group eventually developed into an internal Center of Excellence that provides expertise for project support and creates solutions autonomously. In partnership with the Creatio project team, OTP Bank launched a comprehensive solution to manage customer engagement, streamline interactions and automate lending workflows. The system has become a centralized solution consolidating customer data across various teams and departments.
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