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Process Intelligence for Insurtech/Insurance:

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Zeitworks enables managers to gain visibility into the complex manual processes that underpin critical business functions at financial institutions like customer onboarding, loan processing, and identity verification

You can't fix what you can't see

Identify your top performers

PWC reports that 5 of the 6 primary ways to improve processes in financial services involve people. Staying ahead of competition doesn’t require disruptive software installations or expensive consultants - it requires a deep understanding of your workforce and their daily tasks. The Zeitworks platform provides you with the data you need to effectively train and coach your workforce, while also providing valuable insight into process gaps that may be impacting your team's performance.

“Zeitworks has been able to shine a light on how our team really spends their time; helping us validate some of our hunches and establish benchmarks to evaluate how our process and technology improvements are helping our teams work more efficiently and effectively.”

– Jeremy Ames, Co-Founder & CPO of Guidant Financial

Identify your process bottlenecks

According to Asana, workers on average switch between around 10 apps 25 times per day. Every process has a step or an application that costs your workers time and your business money. Zeitworks helps you see the applications, workflows, events, outliers, and inefficiencies getting in the way of your team’s productivity, so you can deliver top-tier results and keep your employees thriving.

Why Zeitworks?

Zeitworks helps you maximize the human potential of your organization with data and actionable insights that illuminate repetitive processes so you can drive efficiency, comply with regulations, and improve your bottom line.

  • Illuminate and identify performance trends, bottlenecks, and true process costs
  • Measure your team's performance continuously, with zero interruptions or distractions
  • Uncover best practices and pinpoint the factors that drive exceptional performance in your organization

CASE STUDY

We worked with West Monroe Partners to improve Johnson Financial Group’s efficiency ratio by 12 percentage points.

Banks and Financial Institutions Use Zeitworks for

Lending

  • Borrower eligibility
  • Loan processing
  • Quality Assurance and Control

Payments

  • AP/AR
  • Bill processing
  • Reporting

Compliance

  • KYC/AML
  • Identity verification
  • Credit history