4 Joget Low-Code Case Studies: Financial Services Transformation

How Joget Empowers Financial Services: 4 Case Studies on Streamlining Operations and Enhancing Customer Experiences?

Joget empowers financial services by providing an open-source Enterprise Agentic AI application platform that combines no-code/low-code development with AI agents to streamline operations and enhance customer experiences. This page spotlights four trailblazing companies that have harnessed Joget's power to achieve financial mastery, covering solutions like Workflow Management, Identity & Access Management, Employee Onboarding/Offboarding, Customer Onboarding, and CRM Support Systems.

What challenges did PT AEON Credit Service Indonesia overcome with Joget's Workflow Management System?

PT AEON Credit Service Indonesia overcame several operational challenges, including time-consuming approval processes, manual operations, data silos, high operational costs, and difficulty tracking SLA deadlines, by implementing a Joget Workflow Management System. This system streamlined departmental approval requests, improved data management, and automated workflows, leading to increased operational efficiency and better SLA compliance.

To address these issues, a Workflow Management System was developed and implemented using the Joget platform within six months. The primary goal of this system was to handle the company’s departmental approval requests, improve data management, streamline reporting, and orchestrate business processes more effectively.

Post-implementation, the company experienced a significant increase in operational efficiency and greater visibility of transactions. This improvement was largely attributed to the system’s user-friendly interface and the automation of various workflows. The new system effectively reduced the time and effort required for approval processes, minimized operational costs, and enhanced the ability to track and meet SLA deadlines. This transformation allowed the financial services company to optimize its business operations and maintain a more efficient, streamlined workflow.

Identity & Access Management Workflow

How did Joget's Identity & Access Management Workflow benefit PT Bank Danamon Indonesia?

Joget's Identity & Access Management Workflow benefited PT Bank Danamon Indonesia by streamlining employee identity and system access, eliminating manual paper forms, and improving control and monitoring. This resulted in increased productivity, reduced risk of security breaches, and compliance with SLAs, by integrating with the bank's backend core system.

The bank was handling thousands of requests each month, making the workflows time-consuming and hard to monitor. This lack of control and monitoring led to non-compliance with Service Level Agreements (SLA), potential errors, and the risk of fraud. Additionally, the process lacked validation and an “auto-reject” feature for non-compliant forms. Manually processing over 100 applications per month by the user administration group was inefficient, and there was no report available for User ID requests.

To address these challenges, an Identity & Access Management Workflow System was developed on the Joget platform. This system was designed not only to manage and handle the approval processes but also to integrate with the bank’s backend core system via middleware.

With the implementation of this new workflow system, the bank was able to streamline its identity and access management processes effectively and improve overall efficiency. This more holistic approach to managing system access and permissions resulted in increased productivity and a reduced risk of security breaches.

Employee Onboarding & Offboarding User ID and Access Management

How did Joget streamline Employee Onboarding & Offboarding for a leading Consumer Finance provider?

Joget streamlined Employee Onboarding & Offboarding for a leading Consumer Finance provider by addressing challenges in managing system login IDs for new hires and exiting staff, including secure password generation and fragmented access management. The Joget platform centralized user ID creation, approval, and assignment, improving security, reducing employee workload, and ensuring a more organized approach to system access.

To address these issues, an Employee On-Boarding & Off-Boarding User ID and Access Management system was built using the Joget platform. This system was designed to handle the creation, approval, and assignment of user IDs for each staff member efficiently.

After implementing this system, the financial company successfully overcame the challenges of fragmented access management. The new system improved security and reduced the workload for employees. It streamlined the process of managing user IDs, making it more secure and efficient for both new and exiting staff. This resulted in a more organized and effective approach to managing system access across the company.

Customer On-Boarding System

How did Joget's Customer On-Boarding System benefit leading Malaysian Financial Institutions?

Joget's Customer On-Boarding System benefited leading Malaysian Financial Institutions by addressing challenges in maintaining consistency across various onboarding channels, quality control on forms, and fragmented workflows. The system centralized data, enabled a 'build once, use everywhere' approach, and provided an omni-channel platform, leading to increased employee productivity, enhanced customer satisfaction, and efficient SLA management for pending forms.

To address these challenges, a Customer On-Boarding System was developed on the Joget platform in three months. This system was deployed on mobile banking, internal systems, tablets at branches, and was also integrated into partner applications, ensuring uniformity across all channels. The system includes six applications, with four in development and two already in production.

After implementing this system, the company significantly improved its business operations. There was an increase in employee productivity and enhanced customer satisfaction. The new system streamlined the customer onboarding process across different channels, ensuring consistency and quality in the intake process. It also facilitated quick resolution of issues at the backend, thereby reducing response times and efficiently managing SLAs for pending forms.

CRM Support System

How did Joget's CRM Support System transform SSI Securities Corporation's operations?

Joget's CRM Support System transformed SSI Securities Corporation's operations by centralizing customer ticket management, overcoming issues with fragmented departmental applications, and improving consistency in resolutions. The system streamlined customer onboarding and enabled seamless multi-channel communication, leading to consolidated departmental data, easier data retrieval, streamlined workflows, and improved overall operational efficiency.

To overcome these challenges, a CRM Support System was developed on the Joget platform with assistance from IDB in just two months. This system was designed to streamline the customer onboarding process and enable seamless communication, engagement, and interaction through various channels such as phone, email, and chat. The implementation of this system allowed the stock exchange company to consolidate all departmental data into a centralized information system. This consolidation helped avoid the need to constantly switch between apps and systems, enabled easy data retrieval for reporting, streamlined workflows, and reduced time spent sifting through spreadsheets. As a result, the company experienced more efficient customer request management and improved overall operational efficiency.

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Last modified: June 17, 2026