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Finance Case Study: How A Leading Bank Successfully Integrated 130,000 Acquired Loan Files – Five Best Practices

onboarding loan files

For a top-20 U.S. bank, the acquisition of two smaller banks created a huge influx of mortgage and loan files. To integrate the acquired files into its existing operations, the bank needed to undertake a structured on-boarding process… fast.

Our latest project spotlight reveals the five best practices that made the file onboarding a success.

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