Financial Case Studies

Credit Union Solutions

Mortgage Origination

Leading banks and lending institutions use Haley to lower the total cost of origination, better manage third party interactions and responsiveness, improve service, and match the most profitable and appropriate products with customers.

Haley solutions can help you:

  • Decrease time required to process loan requests.
  • Reduce operating and coordinating costs across multiple origination channels (including online).
  • More rapidly introduce new and change existing mortgage products by modifying origination policies rapidly across all channels.
Mortgage Underwriting

Leading banks and lending institutions use Haley to lower the total cost of underwriting, improve service and responsiveness, and match the most profitable and appropriate products with potential customers.

Haley solutions can help you:

  • Increase percentage of straight through processing (STP) to reduce operating costs and decrease decision time and coordination costs across multiple channels (including online).
  • More rapidly introduce new mortgage products by changing underwriting policies rapidly across all channels.
Billing Operations

Leading financial institutions and third party administrators use Haley to enhance their billing operations capabilities and to improve accuracy, customer service, and internal operating efficiency.

Haley solutions can help you:

  • More rapidly process accounts to improve cash flow and reduce overall billing costs.
  • Reduce operating costs while increasing the billing speed by realizing higher Straight through Processing (STP) percentage.
  • Enable consistent decision making rules to leverage expertise and knowledge to reduce billing errors.
  • Make billing policy changes more rapidly across your entire organization.
Account Servicing

Leading banks and lending institutions use Haley to lower the total cost of account servicing, improve customer service, enable self-service, improve customer privacy, and provide instantaneous cross-sell and up-sell capabilities during the servicing process.

Haley solutions can help you:

  • Lower the cost of servicing accounts through automating the management and delivery of appropriate information.
  • Enhance the effectiveness, efficiency, and responsiveness of servicing accounts.
  • Enable a smaller customer service organization to manage a broader portfolio of accounts and services.
  • Lower IT maintenance, software, and labor costs.
  • More systematically highlight new opportunities to drive revenues and improve profitability.
  • Enhance data integrity and address privacy concerns.
Business Development

Leading banks and lending institutions use Haley to enhance their business development activities to target the right prospects and accounts with the right products.

Haley solutions can help you:

  • Improve account planning and business development efforts.
  • Segment customers and prospects at a highly detailed level to determine the optimal solution and sales strategy.
  • Provide all business development and customer service professionals with the right intelligence and insight to improve their effectiveness.
  • Gain higher sales force effectiveness, better customer service experience, and improved customer profitability.
Document & Collateral Fulfillment Application

Financial institutions use Haley to improve their document and collateral fulfillment capabilities, thereby improving customer service and reducing operating costs.

Haley solutions can help you:

  • Quickly change marketing and service support documentation without traditional programming cycles.
  • Get the right piece of material, in the right hands, more quickly and efficiently.
  • Reduce the internal costs of managing document and collateral fulfillment.
  • Manage and route requests at a more rapid rate to improve customer service.
  • Apply customer privacy elections automatically to avoid potentially damaging violations.