Modernizing fintech business processes
CSI, a technology provider for financial institutions and other businesses, had long, manual internal processes that needed to be refined, automated, and cleaned up. With K2 Software, CSI has now been able to expand beyond its tried-and-true manual processes and has successfully embraced digital transformation to automate critical processes throughout the company.
Today, CSI has implemented over 50 workflows spanning the business, consisting of both user-managed and automated workflows that require no human interaction. And some workflows, such as CSI’s purchase requisition application, are utilized by upwards of 800 users.