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.

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.
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.