Address changes approved by the customer on their phone, product changes with required disclosures, CD renewals, rate changes by rule
Provable in pilot (Community Bank of Mississippi program in progress)
- Stage
- Handoff and back office
- Moves
- prefill, write back
- Customers
- Community Bank of Mississippi
Controls enforced
- Customer approval by text, required disclosures, rule-based updates
Evidence produced
- Approval and disclosure record
Claims
Community Bank of Mississippi is working with Callvu on a bank-wide program, projected to reach about 58 processes, across loan operations, credit administration, treasury and payments, deposit operations, IT and information security, and HR.