Why b2p

Client Service Request & Fullfilment

Top 50 U.S. Bank wanted to simplify and streamline how bankers fulfill servicing and maintenance requests for existing client accounts.

Wealth Management New Account Opening

$50 billion + AUM Investment Advisor wanted to transform legacy, paper-based account opening process into a digitally enabled, high-touch experience for Clients and Advisors.

Consumer and Small Business Lending

Identify strategic improvement opportunities in the small business lending process to elevate the Client Experience and improve overall speed and efficiency of underwriting.

Loan Origination Strategy

Top U.S. lender specializing in home energy efficiency seeking to modernize its loan origination engine with a customer-centric solution that would be more competitive and improve loyalty to their B2B2C business model, in a highly regulated market.

Regulatory & Compliance Checks

Top 50 U.S. Bank needed a digital New Account Onboarding experience as the current state model was unsustainable for their growth strategy.

Client Deposit Onboarding

Top 50 U.S. Bank needed a digital New Account Onboarding experience as the current state model was unsustainable for their growth strategy.