Trade Finance Automation Case Study
Case Study

A Leading Asian Bank Increases Efficiency by 20% by Automating Beneficiary Management with a Digital Platform


The client is a leading regional development bank based out in the Philippines. It provides its members with loans, technical assistance, grants, and equity investments to promote social and economic development.


Banking & Financial Services



The client had no system in place to update the beneficiary details in their system. There were instances of incorrect/duplicate information due to the manual data capturing process. The client's existing system had challenges with respect to performance, administration, and the quality of services.

The client wanted to automate the manual data capturing process and digitize document handling, beneficiary management, and notification system for authorities as well as the beneficiaries.


Datamatics implemented the Beneficiary Updating System to gather, validate, report, and record the changes that have occurred in the status or the condition of the poor beneficiary households (poor beneficiary could be a grantee, children 0-18 years old, and a pregnant woman in the beneficiary household) under the 4P program.

Datamatics enhanced the existing manual Grievance Redress System and automated the grievance redress process, starting from intake and response, to processing, resolution, and feedback, through the identification of new business processes and system requirements, integration of existing DSWD ICT services and solutions relevant to GRS, and development of an integrated and centralized grievance redress management system.

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30% Increase

In authenticated beneficiaries

20% Increase

In organizational efficiency with digitization

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