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Case Study: Mandates Management
iPSL Capabilities – Account Services, Reconciliations Management
Client Situation
- Client had outdated manual process requiring upgrading
- Minimal basic hardware
- Client was looking to centralise the process as part of their overall internal operations site business strategy
iPSL Engagement
- iPSL worked with the client to populate and update the mandates database
- Population was completed using two techniques:
- In flight capture – a process that was completed on the DP1800 capturing data for a period of eight weeks
- Mandate scanning – sent from branches to scan and load the data
Results For Our Clients
- Improved performance SLA reduced from five days down to a day
- Automatic scanning and processing of personal mandates
- Centralised function using hi-tech scanning equipment
- Improved fraud detection on mandates
