Bank of America is a full-service banking and Financial Services Corporation with assets in excess of $2 Trillion and more than 245,000 employees. It offers a broad range of services including personal and business banking, wealth management, and mortgage lending services.

Bank of America wanted to improve the efficiency of mortgage reviews, approvals, and related customer service levels. To achieve this meant combining data from multiple legacy systems and content repositories into a consolidated, flexible, and intuitive user experience. The solution needed to be end-client facing as well, making security of the utmost importance.

Bank of America turned to Intellective for both industry experience in banking systems and procedures, as well as technical expertise in integrating disparate systems into cohesive and effective solutions. In addition, they chose to leverage the Intellective’s Unity Suite as a highly configurable and flexible user interface with enhanced security and entitlements features.

The Unity tools have become the foundation of their Document Management Portal for Mortgage Origination and Management. The solution provides a fully integrated set of features to bank employees as well as end customers. These capabilities provide a flexible, intuitive view of a clients combined data irrespective of source, providing enhanced customer insights and world-class client support through a single 365 degree view of client accounts, data, documents, and requests.

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