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Treasury Management System - Intranet Workflow Application

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SunTrust Banks

Prior to merging with the BB&T Corporation in 2019 and forming the Truist Financial Corporation, SunTrust Banks, Inc. was a bank holding company that provided financial services to consumers, businesses, and various institutions in the United States.

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SunTrust Banks

Prior to merging with the BB&T Corporation in 2019 and forming the Truist Financial Corporation, SunTrust Banks, Inc. was a bank holding company that provided financial services to consumers, businesses, and various institutions in the United States.

The Problem

Setting up and servicing treasury management products and loan accounts at SunTrust Bank was a complicated process, spanning several departments that often worked in parallel. The complexity of this process often resulted in delays and errors. When SunTrust began searching for a technical solution to this complex workflow challenge, its advisor, PricewaterhouseCoopers, recommended a browser-based solution that could be integrated with SunTrust’s legacy systems.

The BlueAlly Solution

BlueAlly set out to turn PricewaterhouseCoopers’ baseline design into reality, building a Web-based workflow management system that captured all the product set-up information in a database. Any department or user with a need for the information can consult the central database on an independent basis, without having to wait for other departments or other users to complete their use of the data. Enabling all relevant departments and users to base their actions on a single data set minimizes errors, speeds up the process and establishes accountabilities for all the departments involved in the complicated, multi-layered set-up process.

The Results

Adding both speed and accuracy to the account set-up process has improved the bank’s relationships with customers, and the sales department is better equipped to sell additional products and services to a more satisfied customer base.

Easy Adoption

Creating a system tailored to meet specific needs of customer service representatives made for easy adoption.

Efficiency

Rapidly developing a solution provided for a quick return to the bank in both efficiency and effectiveness.

Customer Satisfaction

Increasing customer service levels improved customer satisfaction and retention.

Increased Usability

Delivering a better system proved to increase sales and prospect management.

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