13 02, 2019

Platform Transformation To Modernize CRM Tasks

2019-02-13T19:00:17+00:00Comments Off on Platform Transformation To Modernize CRM Tasks

Our bank client uses a proprietary platform, to manage their sales, onboarding and account services. This allows our client to have an end-to-end flow of information on prospecting to customer onboarding and upselling. Through the consolidation of activities, their platform has enabled the bank to train branch representatives on one [...]

13 02, 2019

Software Transition & Enhancements for Wire Transfer Service

2019-02-13T18:59:37+00:00Comments Off on Software Transition & Enhancements for Wire Transfer Service

A large financial institution wanted to replace their SharePoint functionality in their Wire Transfer service with a .Net solution and complete a series of enhancements to the Wire Workflow application. Y&L was chosen to undertake this transition as well as make the following enhancements: Require double confirmation on Email Wire [...]

13 02, 2019

RPA Solution for VROL and Wire Settlement Processes

2019-02-13T18:38:25+00:00Comments Off on RPA Solution for VROL and Wire Settlement Processes

One of the largest banks in Texas had a pressing need of having an automated solution for Visa Resolve Online file (VROL) and Wire Settlement processes which were both being performed manually. The bank was looking for a solution that would address the following: High amount of manual work with [...]

24 01, 2019

Large Scale Software Upgrades

2019-09-05T22:00:22+00:00Comments Off on Large Scale Software Upgrades

Software upgrades are inevitable. In attempting this type of overhaul, it’s important to document the challenges and create a solid plan to ensure that you achieve your upgrade performance improvement objectives. Y&L Consulting recently helped the Argo Group with their SharePoint migration and performance optimization. Challenge:  Argo used SharePoint as [...]

29 10, 2018

Cost Savings: Address Cleansing

2019-09-05T22:05:12+00:00Comments Off on Cost Savings: Address Cleansing

INDUSTRYBACKGROUND Despite the desire to go paperless, Federal, State and regulatory requirements often mandate mailing paper correspondence in certain industries. The P&C Insurance industry is one such industry. Unlike the validation of phone numbers or email addresses, physical address validation is a protracted process, making it difficult to ascertain correctness. [...]

29 10, 2018

Cleaning The Risk Pool

2019-09-05T22:08:02+00:00Comments Off on Cleaning The Risk Pool

INDUSTRYBACKGROUND Just like mortgages, credit cards, and other type of financial transactions, that require underwriting; Credit Scores are a key determining factor within the auto insurance underwriting process as to whether a prospective customer is an acceptable risk. The Credit Score has a significant impact on determining the premium charged [...]

26 10, 2018

Loan Dashboard Development

2018-10-26T13:17:31+00:00Comments Off on Loan Dashboard Development

A Texas-chartered bank with 134 branches was looking to provide a higher degree of visibility across their organization of loans being made to consumers and commercial clients. Y&L developed a centralized application to monitor loans and provide a dashboard view for branch executives. The new application improved process efficiencies and [...]

26 10, 2018

SharePoint Upgrade

2018-10-26T13:15:49+00:00Comments Off on SharePoint Upgrade

An international underwriter of specialty insurance and reinsurance products in the property and casualty market wanted to perform a major SharePoint software upgrade after determining through an assessment of administrative and backend reporting that geographical distance was causing latency and reporting demand far exceeded capacity. Y&L developed a three-tier SharePoint [...]

26 10, 2018

Assessment First. Execution Second.

2018-10-26T13:14:38+00:00Comments Off on Assessment First. Execution Second.

One of the largest Texas banks understands the value of IT and operational process assessments prior to execution. Thorough assessments conducted by individuals with deep technical and market-specific experience can result in a clear, detailed and relatively “surprise free” execution roadmap. IT assessments should go beyond simply understanding and recommending [...]

25 10, 2018

Preventing Fraud: Claims Processing

2019-09-05T22:26:52+00:00Comments Off on Preventing Fraud: Claims Processing

INDUSTRYBACKGROUND The commoditization of Insurance and the high degree of regulation has made the insurance industry a target for fraudsters. There are numerous soft and hard fraud attempts against insurers. Some of the most common fraud examples are, filing claims for fictitious accidents, multiple small claim requests and the impersonation [...]

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