Case study · in production

Banker–customer messaging
at the FIBI Group

1,500 bankers and a great many customers, in the same system, at the same time.

Custom developmentBook a technical call

1,500

bankers in the system at once

Client

The FIBI Group (First International Bank of Israel)

Sector

Banking

The challenge

A customer who wants to talk to their own banker is left with email, the telephone or a trip to the branch — none of them identified, none of them recorded, and none of them able to finish a process. The bank needed one identified channel in which a binding action could also be completed.

What we built

A messaging system between the banker and the customer, wired into the bank's various systems: from within the same conversation, actions can be carried out and documents produced, including binding processes such as approving a loan with a digital signature.

What it delivered

The system is in production and in use at the FIBI Group, serving 1,500 bankers and a great many customers at the same time.
The messaging systemDiagram: the banker and the customer correspond inside the system, which is connected to the bank's systems so that actions can be carried out and documents produced inside the same conversation.CustomerBankerMessaging systemActions in the bank's systemsDocument production
The messaging system

The requirements

  • One identified channel: the conversation happens after sign-in, is kept, and can close a process — not email, phone or a trip to the branch.
  • Connection to the bank’s existing systems: an action taken inside the conversation runs in the bank’s systems of record, not in a side system.
  • Binding processes completed inside the channel — carrying out actions and producing documents, up to approving a loan with a digital signature.
  • The scale of 1,500 bankers working in the system at once, serving a great many customers.
  • A trace of every action: what was done, by whom and when.

What was hard here

The difficulty was never the messaging itself but what hangs off it: a system living inside a bank has to authenticate against the systems already there, work at the scale of fifteen hundred bankers at once, and leave a trace of every action. That is also what makes it a system that keeps working for years rather than a project that was handed over and forgotten.

And for your project

At its core a system like this is integration between systems — its value is measured by how deeply it is wired into what the organisation already runs. If a process of yours is stuck today between email, phone calls and systems that do not talk to each other, this is how we approach it: enterprise development that connects to what exists rather than replacing it.

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