Mendix for Financial Services

Institutional Onboarding

Onboarding a business customer is one of the most complex and critical tasks in the banking industry. All modern businesses know that a top-class digital onboarding experience is key both for speed to revenue for the bank and for customer satisfaction.

Banking clients use Mendix to improve their customer onboarding and Mendix Financial Services offers on Institutional Onboarding Template. This template gives your business an intuitive, easy-to-use accelerator that helps you quickly add process automation to this critical banking workflow. Proving your business customers an innovative and attractive onboarding process increases their trust in your business and keeps you competitive in a growing market.

Deploy first and increase speed to market, quicken the speed of ROI, and accelerate your business to the forefront of the market.

Compliance Complaint Tracker

Financial Institutions are required by government regulators to track every customer complaint. Often, this is done with spreadsheets and the communications around resolutions of complaints is through email. Mendix offers this template to consolidate spreadsheet tracking and communications into a single portal for the entire enterprise.

Every complaint gets imported so that an owner can be assigned to assess and resolve the complaint. This template not only accelerates resolution of complaints, but also creates formal records to be retrieved during future audits.

Mendix Compliance Complaint Tracker provides your institution with a modern application to streamline your customer complaint resolution process. This directly results in reducing significant FTE hours and eliminating the burden of future audits.

Mortgage Origination

The digital experience is greatly enhanced with your mortgage applicants guided through a workflow. The native mobile application features include everything required for your customer to easily input their information with the assistance of OCR data processing and upload documents. There are schedule features to arrange an appointment with their loan officer and be prepared with their printed pre-qualification letter once the application proess is completed and executed with the integrated e-signature function.

Policies and procedures are enforced in this template to ensure that loan officers close more opportunities, but seamlessly integrate with the CRM, POS, and LOS systems.

The Mendix Mortgage Origination Template application accelerates your speed to market and eases the burden on your development teams with our modern application development platform. This template may also be used to jump start additional initiatives in the lending business units by reusing common functional components.

Mendix makes the complex simple, which results in making your customer experience jump ahead of your competition.