Create unified statements over multiple statements including account statements, retail individual statements, credit card statements, and brokerage statements
Banks and financial service providers generate an array of communications to interact with their customers. It entails account statements, proposals, notifications, policies, letters, etc. These communications enable businesses to get through with customers, enhance customer loyalty and deepen their share of customers’ wallet.
Key Business Challenges
Burdened with legacy IT systems, many banks have hard-coded documents, and out-of-date output communication systems – all dispersed. Appending to these challenges are the dynamic regulatory compliances, which banks have to adhere to while communicating with customers. To cater to the ever-increasing expectations of customers, banks have created layers of applications on top of core banking systems, which has made their architecture slow and sluggish.
Use Case Scenarios of CCM in Banking
“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.”