Follow the question.
Drill from a chart into the relevant execution view, with the selected context carried through.
Execution Intelligence for banking
The account is open.
Is the customer ready?
A business customer needs accounts, ACH, wires and user access working together. Getting each task done can still leave the customer waiting.
The customer problem
Completed tasks.
An unfinished journey.
The bank needs to serve more business needs, while the work crosses systems, teams and controls. Follow one illustrative treasury-services request to see why a local completion report can miss the customer's experience.
Read the video transcript
Business onboarding brings together accounts, ACH, wires and entitlements. The work crosses systems, teams and controls.
Follow one onboarding request. A logistics company, setting up treasury services.
The relationship manager opens it. It moves through KYC, treasury ops and core banking. Then it comes back for more information, and the same form is keyed in again. At ACH limit approval, it waits six days in one queue.
Business day eleven. Entitlements are still pending.
Local reports show completed tasks and open work. End-to-end activation time is not shown.
Completed tasks. An unfinished customer journey.
The delay may sit between the steps. Separate records make the whole journey hard to see.
RE-ViVE connects the operational records your bank already keeps, and reconstructs how the request actually progressed.
See where time accumulated, and what remains open today. Investigate the approval queue. Confirm ownership of pending user setup. Source access stays read-only. Required checks remain in place.
Opening the relationship is one milestone. Getting the customer operating is another.
Request a banking walkthrough. See how one customer journey connects across systems, and how to trace where it waits.
Business customer onboarding is the broader process. Account setup, ACH setup, wire setup and entitlements are service workflows within it.
See how to investigate →See the product
From the overall pattern
to one customer's records.
See Overview, drill into a time-based process map, investigate a step with Influencers, compare groups and open the events behind one request.
Read the video transcript
Business day eleven. The account was open, but the client's services were not all ready.
Teams can track their own tasks.
The customer's onboarding crosses those team boundaries.
RE-ViVE connects that view.
Here is Business Account Setup, one service workflow within business onboarding.
Thirteen thousand requests, seventy-five different paths.
About a quarter follow the reported standard path,
and the average request takes thirteen days.
Drill down from an Overview chart to the process map,
with that selection carried through. Here, Hospitality.
Back across account setup, examine documents received and AML approval.
About six days on average at this activity. Elapsed duration is not necessarily idle time.
Right-click the step to open Influencers,
and break down associated requests by city or segment.
These differences help focus the investigation.
Compare two groups side by side.
Here, the e-signature step takes start-ups about half the time it takes SMEs.
Compare segments or time periods, alongside your global filters.
Drill down to the underlying request and its recorded events.
This request took five and a half days.
Its AML approval activity was recorded five times across three days.
A pattern to investigate with the team, with the evidence in hand.
Account setup is one service workflow within business onboarding.
The same foundation maps other service workflows, including EFT processing,
using connected records from the systems involved.
Without drawing each workflow map by hand.
As connected records change, the maps reflect how work actually runs.
RE-ViVE shows where to investigate,
with evidence to explore why, so your teams can decide what to change.
Request a banking walkthrough to discuss your own workflows,
and see how to trace where a business request spends its time.
Focus the investigation.
Select an activity and examine differences across the associated requests by city, segment or other dimensions.
Put the evidence in context.
Compare segments or periods alongside global filters, then inspect the recorded events of a single request.
Demonstration data: Business Account Setup and EFT Processing. Activity elapsed time is not automatically idle time; associations and repeated events are evidence to investigate.
Explore how RE-ViVE works →Start with one journey
Your records.
A focused starting point.
Agree the scope, connect usable sources and establish the environment. An initial execution view takes about ten business days after those prerequisites are ready. Then decide what to investigate next.
Read the video transcript
We traced account setup, one service workflow in business customer onboarding.
Across the bank, other customer journeys have different needs.
Business loans. Mortgages. New deposit accounts.
Card disputes. KYC reviews. Service calls.
If each becomes another long mapping project,
less time is left to decide what to improve.
RE-ViVE starts with the records the bank already keeps.
The core. The CRM. Loan and service systems.
Source access is read-only. Nothing is written back.
The data is copied to an agreed environment: your servers, ours, or the cloud.
We work out how the records link up.
Your team helps confirm the sources and business meaning.
Once usable sources are connected and the environment is ready,
the initial view takes about ten business days.
Built from operational records, and refreshed as those records update.
Within business onboarding, add the next service workflow.
Each has its own records, steps and readiness goals.
Account setup. Then ACH setup.
Wire setup. And user entitlements, so services can be used.
Relevant records already connected can carry over.
One onboarding process. Multiple service workflows, automatically mapped.
When work changes, the connected records show the new execution.
The map updates from that evidence.
Teams can ask in plain words about the wider onboarding process.
Use the answers to guide investigation of the underlying records.
Before building with AI, model a change to an activity.
See its estimated effect on end-to-end time.
A scenario to evaluate, not a promised result.
Start with one journey you care about.
Your records. About ten business days once sources and setup are ready.
Then decide where to go next.
Read-only source accessNothing is written back to source systems.
Multiple service workflowsExpand within onboarding as relevant records and priorities are agreed.
The bank decidesUse evidence and modeled scenarios to evaluate a change; estimates are not delivered results.
A practical next step
Which customer journey would you like to understand?
Request a banking walkthrough. We can discuss the services involved, the records available and a sensible starting scope.
Request a banking walkthrough
Reply to the email that brought you here, or contact connect@revivetoday.com.
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