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Shorten the Time-to-Yes in the Loan Application Review Process

Process mining was applied to understand why loan approvals were delayed — and why the bank was losing clients as a result.

$1M+
Annual financial impact
>5 000
Process instances analysed
20%
Reduction in process time
3 mo
Project duration
Project Annotation
"The project's a win — 20% faster loan reviews, over 1 million Euros in yearly impact. It's a solid boost, making us more efficient and competitive."

Business Challenge

A leading bank faced complexities in its corporate loan application review, causing customer defection. Challenges included repeated document reviews and delays due to process variations across branches. Despite performance tracking, the root causes of delay remained invisible to management.

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Project Implementation

Canonical process mining was applied to understand why loan approvals were delayed. Leveraging process mining insights, the bank standardised the process and streamlined document collection and review. Adjustments in information systems eliminated unnecessary movements of incomplete document packages between departments.

Main Outcomes

Results were remarkable — a 20% reduction in process time and an annual economic impact exceeding 1 million Euros. This comprehensive approach not only streamlined loan reviews but also enhanced customer satisfaction and the bank's competitive position.

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