How a Leading Regional Bank Enabled Faster Case Processing with Smarter Screen Design

The Story So Far

In the loan servicing division of a major U.S. financial institution, logging customer interactions had become a daily hurdle. Teams spent too much time navigating multiple screens to search, select, and authenticate customer details. The process slowed turnaround times and impacted efficiency across thousands of cases each day. Realizing the need for change, the organization decided to simplify its workflows with a low code solution that could make case handling faster and more consistent.

Loan Servicing Process Optimization Using Low Code

What Got in the Way

Multi-Step Workflow

High Processing Time

Complex Operations

The EvonSys Approach

EvonSys helped the financial institution modernize its loan servicing operations by redesigning the case logging experience. The solution simplified key steps, reduced clicks, and used smart prefills to cut manual effort and speed up processing while ensuring compliance, smooth integration, and lasting efficiency gains.

How the Story Changed

Faster Processing

Simplified Screens Reduced Navigation Time

Better Experience

Shorter Waits, Happier Customers

Higher Productivity

Teams Work Faster with Ease

Solutions to grow your business

Achieve Unparalleled Time-To-Value

  • Rapidly deliver applications that the business needs.
  • Facilitate faster decision making among cross-functional teams working in tandem.

Reinvent Development

  • Stay Agile and respond quickly to evolving business and customer needs.

Build More at Scale

  • Design solutions that are easy to scale on cloud-native architecture.
  • Create a variety of solutions ranging from process automation apps to mission-critical systems modernization without incurring high costs.

Loan Servicing Process Optimization Using Low Code | EvonSys

In the loan servicing division of a major U.S. financial institution, logging customer interactions had become a daily hurdle. Teams spent too much time navigating multiple screens to search, select, and authenticate customer details. The process slowed turnaround times and impacted efficiency across thousands of cases each day. Realizing the need for change, the organization decided to simplify its workflows with a low code solution that could make case handling faster and more consistent.

What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

  • Case studies

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.