Do you process large amounts of client documentation every day?
Would you like to have all your contracts, applications, correspondence, or insurance claims under full control, easily traceable and securely accessible from anywhere?
Contact the expert in the field with hundreds of references…
What can we help you with?
- With the implementation of a comprehensive tool for efficient management of client agendas
- With digitization and automated data mining from applications, forms, documents
- With more efficient contract management
- With an easier process of account opening
- With the establishment of virtual sales or service branches (cobrowsing, chat…)
- With client portals
- With automated personalized communication with clients / partners
- With bank documentation under full control
- With a trusted archive (allowing customer access)
- With the ability to work anytime and from anywhere
Case Study
Electronic archive of customer folders for Modrá pyramida building society
Modrá pyramida stavební spořitelna, a.s belongs among IXTENT’s key long-term clients. A number of projects aimed at efficient processing of documents and information contained therein has been executed during almost ten years of cooperation. One of the recent major projects was the establishment of a secure electronic archive for archiving documents with clients’ biometric signatures.
Secure Electronic Archive for Documents with Biometric Signatures
In 2014, MPSS approached IXTENT with request for extension of their current electronic archive by so called biometric archive that would enable storage of documents provided with clients’ biometric signatures. The biometric archive was based on OpenText technology which provides all required functionalities for security and long-term credibility assurance from the perspective of legislation.
It was necessary to resolve a number of security issues within the project in order to guarantee protection of the documents and contained information. Documents with clients’ personal data and biometric signatures are stored in a secure electronic archive which eliminates the possibility of unauthorized access to such documents and logs every access. Documents in the biometric archive are encrypted and accessible only with a security certificate with limited validity which is generated upon each access for each particular user.
Using the existing OpenText electronic archive technology enabled maximum protection of past investments, maintaining clean system architecture, and in final consequence also lower operating costs. Modrá pyramida is – also thanks to its work with electronic documents – a modern digital company which is successful even in today’s tough competitive environment.
Development of the electronic archive provided Modrá pyramida stavební spořitelna, a.s. with a complex solution for secure documents archiving in line with both internal and legislative requirements and the company thus came closer to eliminating all paper documents while improving the services provided to its clients.
With our solution, you get:
Faster and higher quality customer processes Reduction of costs relating to document administration and processes Centralization, securing, and access to documents from follow-up systems Automation and higher quality of personalized client communication
How does it work in practice?
We have long helped many financial companies and insurance companies with their digital transformation and streamlining key processes while meeting high demands for security, integrability, scalability and compliance with legislation dictated by a strictly regulated market.
We can help the clients from the financial sector with:
- document-oriented solutions (mining of information from documents, document management system, workflow, intelligent digital forms
- with system integration
- with automation of a number of processes using advanced Business Process Management tools
- with implementation of virtual branches.
We are already helping:
Exafin, E.ON, Prvá stavebná sporiteľňa, Nationale‑Nederlanden, Respect, Kooperativa, Allianz, Českomoravská stavební spořitelna, Aegon and many others…
Are you still hesitant?
Contact us for more information, a model offer, or references from your field!
And gain your competitive advantage…