Progress Customer On-boarding


VirtusaPolaris' solution leverages unique features of the Progress RPMTM (Responsive Process Management) platform to deliver exceptional customer experience and operational control through a high-performance solution for customer on-boarding. The advantages of using the Progress RPMTM platform for customer on-boarding include:

  • Dynamically assigning tasks to specific reviewers using Intelligent Work Allocation
  • Enabling brokers to initiate and manage, up-sell and trouble shoot the account opening process
  • Allowing operations managers to visually locate execution bottlenecks throughout the account opening process
  • Facilitating timely response to deviations from key business objectives through immediate and actionable insight into customer on-boarding processes
  • Reviewing key process performance metrics using pre-built analysis reports