Smart task coordination in banking with Evalyze Optimize

How Evalyze helped:

Operating in the banking sector, this client handles claims, title transfers, contactless payments, terminal operations, asset management and guarantees. Evalyze Optimize was the solution chosen to enhance process efficiency across these service lines.

Results:

Productivity rose by 13.6% and SLA compliance improved by 17%. The solution automated task distribution across systems, adjusted dynamically to current needs, and provided real-time indicators to support smarter, more efficient operations.

Context and Solution:

The project began in the bank’s complaints department and expanded to its Operations Center. It aimed to increase productivity, reduce average handling time, and improve compliance with response deadlines. A key milestone was training teams for multitasking by configuring the platform to support skill expansion. Simultaneously, Evalyze enabled smart task distribution and real-time activity monitoring. This freed team leaders from manual coordination duties, allowing them to focus on complex cases and higher-value tasks. Operational indicators generated post-implementation helped the bank make strategic decisions, solidifying Evalyze’s role as a key enabler of performance and agility.