One of India’s top five small finance banks partnered with Servosys to digitise account opening across its branch and field operations. By replacing paper-based processes and manual verification with Digital CASA, the bank enabled mobile-first onboarding, automated identity checks, and controlled approval workflows to support faster customer acquisition across rural and underserved communities.

Key learnings you’ll discover inside:

• How 26,000+ average monthly accounts opened supported customer acquisition at scale through a digitised account-opening journey.
• How account-opening TAT in minutes helped the bank establish a more efficient onboarding process.
• How 3,500+ officers equipped field and branch teams to manage customer onboarding.
• How tablet-supported field onboarding enabled agents to capture customer information, documents, and biometric data beyond branch premises.
• How automated PAN, Aadhaar, and deduplication checks strengthened identity verification and helped reduce manual effort during onboarding.
• How 100% end-to-end process visibility improved oversight across onboarding stages, helping teams track applications and maintain control.

Download the full case study to discover how Servosys helped the bank build a more accessible, efficient, and scalable account-opening journey for rural and underserved customers.