The financial, banking and insurance sectors offer some of the fastest growing services today. Customers in this sector are characterised by specific needs and high demands on the implementation and level of maintenance of information systems and software applications, operating in real-time.
In recent years, financial institutions have realized the need for specialized front office management solutions to support and automate critical business processes in customer service and related information.
Typical solutions
- Management of client files – specimen signatures, account management conditions
- Management of credit files
- Archive of documents – paid checks, payment documents
- Management of business processes - lending, administrative processes, internal banking procedures
- Automatic processing of bank card issuing documents (credit or debit card)
- Automatic processing of credit documents
- Automatic processing of payment documents
- Electronic coordination, approval and signing of documents with an electronic signature
- Electronic exchange of documents through email
- Integration with internal core systems
- Custom development and add-on solutions
The existence of such solutions leads to several distinct advantages:
- building a unified managed work environment for data, documents, information and team collaboration
- improvement of the speed and quality of customer service
- increasing the efficiency of employees
- optimizes the time to find documents by at least 60%
- reducing the operating costs
- reducing the inherent risks of downtime due to loss of data and documents
- reducing the inherent risks of penalties and damages on overdue liabilities
- guaranteed security of access to sensitive data and information through different roles and rights
DAVID Holding Company has been providing and successfully implementing specialized solutions for automation and increasing the efficiency of process management of companies in the financial sector for more than 25 years.
