Information experts for Banking and Finance organizations
The Banking and Finance Sector is in an evolving environment that is faced with many challenges due to increasing regulations and economic uncertainty. In this competitive market they feel the pressure to enhance their competitive positioning by exceeding the high customer expectations and continuously improving their response times.
Organizations in corporate banking, retail banking, capitals markets etc. typically work with a lot of paper documents, forms, contracts, quotes, mails and files. Their processes are often paper based and are kept in old applications. Over a period of several years it can become cumbersome to keep an overview and a lot of errors are made due to manual handling.
We have built practical FinTech solutions for the digital management of all available information in Banking and Finance organizations. Our practical experience and understanding of the Finance Sector makes it possible to combine some of these FinTech solutions into easy to implement document management products and services. Next to that, Financial Services can also benefit from our experience as a RegTech company where we focus on digitizing the manual reporting and compliance processes.
Automate your mailroom
The high costs for printing and paper storage in a physical archive are pushing organizations in Banking and Finance to go digital. The first step in this digital transformation process is starting where the information (being it on paper or digital) arrives in the organization. The mailroom is that critical point and automation of incoming information is getting more and more compulsory today. A Digital Mailroom is a Banking and Finance solution that automatically processes incoming paper and digital mail documents and sends them to the right recipient at the right time. You will get a clear overview of all incoming messages and employees can focus on their core role: being able to react faster and deliver better service to the customers.
Digitize and secure your archives
The next question you need to ask yourself is if you have a lot of paper information within your organization and if you can access or find the right document right away? By preserving all of your information in a Digital Archive , you will be able to efficiently manage and access the information from anywhere at any time. Your digital files are readable in the long term, even if the creation application is obsolete.
Keep track of your cases
Employees in the finance industry spend a lot of time searching for the right information or the right people to make a decision in a case. With a Case Management solution you can easily organize your information (contracts, loans etc.) and get a clear overview of the status of your cases. They will be put into an automated workflow and will be relocated in a secure and compliant way. It is an intuitive and easy-to-use solution and it will help you to make better decisions in the future.
High drop-out rates are over
Digital customer onboarding is a hot topic in Banking and Finance and due to the need of different competences, it is not always seamless to create an inhouse solution. We have developed a fully configurable and EU compliant mobile and web application and have a highly educated team to help you with the implementation. By using mobile and real time scanning technology, we are able to make the onboarding process of your clients shorter, easier and faster by reducing what was hours to just a few minutes! In the end this will serve as a competitive advantage in your service to customers.
Easily manage and generate customer communication
Banks and financial service providers generate an array of communications to interact with their customers. It entails account statements, proposals, notifications, policies, letters, etc. By automating these communications, businesses are able to get through with customers, enhance customer experience and loyalty and deepen their share of customers’ wallet.
Solutions
Testimonials
“Even without comparison to other parties. We resolutely chose Docbyte because we trusted their expertise to fulfil this project quickly and accurately, based on their experience and references.”
“The feedback we received from the pilot project users is overall very positive. The benefits that came across most frequently were: ease of use, gain of time, productivity increase, more focus on the core job and less frustration.”
“We were looking for a system that should really be intuitive. A non-trained co-worker should be able to sit at a desk and use it straight away, because then we know that we have a user-friendly system that will really help to improve our services towards our stakeholders”
“Working digital is more secure: digital files are on various servers, while paper files were at risk from fire, water damage… However, the most important advantage of all was the time-saving.”
“Choosing Docbyte’s Electronic Patient Archive in combination with their Application Retirement solution was, for AZ Alma, a deliberate and future-oriented strategic decision.”
“The solution for our invoice management system not only generates substantial savings, it also allows our staff to concentrate on their core duties. A clear win-win.”