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CASES & DEMOS

Banking & Financial Services
Cases & Demos

Explore banking and financial service proof examples, plus a representative Home Banking ODC demo for digital customer portals and back-office workflows

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50%

Faster onboarding

INDUSTRY PROOF

Banking and Financial Solution Examples

Selected examples from OutSystems and Neptune show how banks, insurers, and financial service providers modernize onboarding, internal workflows, document-heavy operations, and SAP-connected financial processes in practice

40%

Fewer data fields

20%

Lower legacy-related costs

50-80%

Faster time entry

KeyBank

Wealth account origination modernization

Modernized wealth account origination, cutting data fields by 40%+ and reducing onboarding time by over 50% across 500+ employees.

KEY RESULT

50% faster onboarding

Opens official source

Banco Santander Consumer Portugal

Core systems replacement and transformation

Replaced 70% of its core systems and delivered 14 new solutions as part of a broad finance transformation program.

KEY RESULT

70% of core systems replaced

Opens official source

GarantiBank International

Cloud-based core banking modernization

Modernized cloud-based core banking processes and reduced legacy-related costs by around 20%.

KEY RESULT

20% lower legacy costs

Opens official source

Paragon Bank

Mobile-first savings app launched in months

Launched a mobile-first savings app in just a few months, attracting thousands of customers and millions in deposits.

KEY RESULT

Mobile savings app launched in months

Opens official source

Grihum Housing Finance

Paperless mortgage platform

Built a fully paperless mortgage platform, making customer onboarding 70% faster and expanding project scope by 72% without increasing costs.

KEY RESULT

70% faster customer onboarding

Opens official source

anb

Mobile banking app at scale

Launched a mobile banking app in under four months, now used by more than one million customers.

KEY RESULT

1M+ customers on mobile app

Opens official source

Liberty Seguros

Insurance management at scale

Delivered 83 applications and grew policy volume by 274%, reaching nearly 1 million customers through a large broker network.

KEY RESULT

274% policy volume growth

Opens official source

DFO

SAP HR and payroll self-service

Improved SAP HR and payroll self-service for 235,000 users, with time entry on devices becoming 50 to 80% faster.

KEY RESULT

50-80% faster time entry

Opens official source

UFA Co-operative

SAP-integrated card management workflows

Modernized card management and SAP-integrated financial workflows, reducing average customer call handling time and tripling new card requests.

KEY RESULT

3x new card requests

Opens official source

SOLUTION DEMO

Home Banking ODC

See how a digital banking experience can support customers and back-office teams, with account management, transactions, loan workflows, and AI-assisted pre-validation. A representative digital banking demo showing how customer portals and back-office workflows can support modern financial services.

See the demo in action

Watch a representative walkthrough of this OutSystems demo application and how the solution pattern works in practice.

Home Banking ODC shows a B2C banking environment where customers can manage accounts, track debits and credits, monitor balances in real time, make transactions, and apply for personal loans through a responsive web portal.

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The demo also includes a back-office application for banking teams. Staff can search and manage customers, review case history, track real-time activity, process requests, and use workflow validation to support loan approvals, account changes, and other banking operations.

About this demo

OVERVIEW

OVERVIEW

What this demo shows

Customer self-service banking portal

Account and transaction visibility

Loan application workflows

Back-office case management

Workflow validation and approvals

AI-assisted pre-validation

Responsive web experience

AUDIENCE

Relevant for

Banks

Credit institutions

Financial service providers

Internal banking operations teams

Digital transformation teams in regulated finance

DELIVERY

How Insol can adapt this

Insol can adapt this type of solution to real banking processes, customer journeys, internal approval models, identity requirements, compliance needs, and existing core banking or CRM integrations.

Want to see how this could work for your organization?
Book a demo with Insol to discuss how this solution pattern could be adapted to your processes, integrations, users, and architecture.
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