Who created this template?
NTConsult is a US headquartered nearshore hyperautomation and software development company. Our 20 years of experience throughout North and South America has made us highly regarded as a leader in many industries, with a focus on banking and financial organizations. We are the only company to achieve the Camunda Platinum Partner seal in both Latin and North America.
Our team members (who are fluent in English) work in your time zone at very competitive rates. With ready to go teams, we can augment or kick off your project almost immediately. We can work through staff augmentation or project-based (or whatever works for you).
We value your time; a quick call is enough for us to understand your pain points. Let's talk about your needs and see if we can help you achieve your goals.
What are the benefits of downloading this template?
Designing such a process in a financial organization takes around two months of analysis and mapping. Here, you find it ready to be automated – and for free! We are making this template available to help companies that need a robust and, at the same time, agile process that works correctly and can be automated. We are specialists in process orchestration and automation, helping the digital transformation of organizations in 8 countries, with great emphasis on the financial and banking industries. We are always available to help your company accelerate business results.
How important is KYC for this process?
The Know Your Customer (KYC) guidelines are part of regulations that require professionals to verify the identity, suitability, and risks involved with maintaining a business relationship with a customer. It's vital for financial services and must be done in the most secure and agile way.
Frequently asked questions
The template is in BPMN 2.0 format. It is a worldwide process modeling format, compatible with various modeling and automation tools such as Bizagi, Heflo and Camunda. We recommend downloading Camunda Modeler to work on the diagrams.
Yes, once you download Camunda Modeler, you can make changes to the diagrams.
Yes, but to automate it, you must know process automation with Camunda. If you don't have that kind of expertise, don't worry. You can contact us to help you with this step.
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