← Back to Portfolio
Case Study

Zenbridge Bank: KYC Operations Transformation

CBN-Licensed Tier-2 Commercial Bank  |  Lagos, Nigeria

LiveSenior BA / Process Lead7 MonthsCBN RemediationNigerian Banking Operations

Following a routine CBN Risk-Based Supervision examination, Zenbridge Bank received an “Unsatisfactory” rating on its KYC process controls. The findings were specific: 41% of SME cases had no auditable BVN verification record, NFIU screening was happening after account opening in 28% of cases, and 22% of sampled accounts had no CDD verification trail at all. The bank managed over 1,100 onboarding cases a month entirely through shared email inboxes and three separate Excel trackers. The CBN gave them 60 days to produce a remediation plan and scheduled a follow-up review at Month 7.

“Satisfactory”

CBN Re-Examination Result

Month 7 follow-up: target outcome achieved on schedule

41%5%

SME SLA Breach Rate

3 months post go-live

16.8d6.4d

Retail Cycle Time

62% reduction

23.4d9.8d

SME Cycle Time

58% reduction

33%8%

Rework Rate

76% improvement

What I Did

Brought in by the COO office to lead discovery, requirements, solution design, and delivery oversight for a 7-month remediation programme. The solution was built entirely within the bank's existing Microsoft 365 tenant, which kept procurement out of the picture and kept us on schedule for the CBN's deadline.

1

Ran six shadow sessions with KYC analysts in Lagos and Abuja to document the actual process, not the policy-documented version. This is where we found that analysts were handling Nigerian name formats (Yoruba, Igbo, Hausa) in ways the NFIU screening system did not recognise.

2

Ran a mock CBN examination walkthrough with the Head of Internal Control before go-live, selecting 10 live case files to test what an examiner would find. This exercise drove the final audit trail architecture design.

3

Designed six Power Automate flows, including the NFIU pre-approval screening gate (addressing the 28% post-opening finding), the BVN hard gate with audit write-back, and the SLA escalation chain from Team Leader through to the COO daily breach digest.

4

Built the Nigerian KYC Document Requirements Matrix covering all customer types, including the Business Name vs. Limited Company distinction that was the single biggest driver of SME rework. That one routing rule reduced SME rework from 41% to 7%.

5

Managed the change programme across 28 KYC analysts and 4 team leaders, training TLs as super users a week ahead of the analyst rollout so they could support their own teams through the transition.

6

Coordinated a phased 3-day cutover with hypercare, decommissioned 5 shared email inboxes, and supported the bank's CBN submission for the follow-up targeted review.

Technical Stack

Case ManagementSharePoint Online (M365)
AutomationPower Automate (6 flows)
AnalyticsPower BI (15-min refresh)
BVN APINIBSS Validation API
ScreeningNFIU + UN/OFAC + OFAC SDN
NINNIMC Verification Portal
CACBusiness Name / Ltd Co routing
TrackingJira + Confluence + Miro

Artefacts Delivered

Process Observation Reports
CBN Compliance Register
Business Requirement Document
Power Automate Flow Specs
SharePoint Architecture Spec
Business Rules Register
KYC Document Requirements Matrix
UAT Test Cases
Mock CBN Examination Report
Benefits Framework