

Improving Digital Experiences: Yorkshire Building Society Drives CX Program with OutSystems
Yorkshire Building Society (YBS) Drives Digital Customer Experience Program with OutSystems to modernize UX and increase mortgage and saving conversions.
Crown Agents Bank engaged Deloitte and OutSystems to improve efficiency, controls, and customer experience. The team delivered over 50 new processes and three portals in six months, providing a capacity for scalable growth and improved experiences for customers and employees.
Crown Agents Bank is the financial services partner of choice for many governments, development organizations, and regulated financial services businesses.
“By using OutSystems alongside robotic process automation, we’ve greatly increased our operational capacity, enabling rapid growth for our payments and FX business. Plus, we can focus more time on what makes a difference—serving clients and managing risk."
The bank partnered with Deloitte and OutSystems in 2020 as part of a wide-ranging digital transformation. It wanted to:
In the space of six months, Crown Agents Bank digitized more than 50 new processes while implementing three new portals:
These new solutions provide the bank with the speed-to-market and enterprise-strength security, scalability, and performance it needed—without hiring additional internal developers.
The bank can now standardize, streamline, and automate complex workflows using the case management workflows in OutSystems. And it can segregate user access based on permissions—all in a completely secure and scalable way.
It has also improved processes, with a digital audit of all tasks, actions, and approvals. Moreover, the bank has significantly reduced revenue leakage through automated invoice generation and charging processes.
The bank’s customers also benefit, with self-service portals delivering seamless interactions and secure access to statements and invoices.
Additionally, improved efficiency and enhanced user experience have positively impacted employee morale, with many tasks made easier so that employees can provide a superior service to customers.