Customer correspondence as a competitive factor

For you as a financial services provider, one of the most important links to the customer is providing information in both electronic and paper form. Over the course of ever-increasing correspondence, you have to produce an enormous volume of business documents. A uniform corporate design and adjusting to the individual needs of the customer build trust and increases your competitiveness.

High quality customer communication with minimal outlay  

In the banking sector, the documents to be produced are very diverse and complex:

  • Mass output such as bank statements or customer information pamphlets
  • Highly individual loan contracts 
  • Graphic financial analyses 
  • Strict legal requirements and compliance aspects

All of this steadily increases the demands on document production. The time it takes to process transactions in terms of controlling processes is one of the most important parameters. Not only does it have a direct effect on the number of contracts concluded per month, but it is also a significant cost factor.

Flexible solutions are what matters

The demand for company-wide document processes in banks, from creation to output, requires a flexible solution for producing mass mails and individual business documents, and for reducing costs at the same time.

We offer you text processing with integrated output management, so that you can produce first class business documents and output these optimally on any channel: M/TEXT CS and M/OMS.

Templates are designed efficiently and easily

  • Mandatory corporate design: in-house documents, watermark, company-specific graphics and images, facsimile signatures etc.
  • Central administration of all resources and letter templates
  • Flexibility and fast adaptation to changing market demands through recyclable resources
  • Security and trust through electronic signature
  • Prepared for online letters and De-Mail

Everyone will cope quickly with the document creation

  • User-friendly text editor for everyone in the company – with the standards of modern IT systems 
  • Create documents online, offline or in your browser – your branches are thus perfectly connected
  • Complete electronic processing – automatic compilation of customer-specific documents using cutting-edge text module technology
  • Increasing fully automated, personalised production of documents leads to the highest efficiency levels – and saves valuable time for those responsible for these tasks

Output Management ensures cost-effectiveness

  • Automatic output of business documents on all channels (multi-channels) – e.g. for the in-house printing system, as a data stream for your print service provider, for electronic dispatch or your online banking
  • Support for all output formats
  • Reliable archiving of all company documents
  • Integrated enclosures control, electronic postage payment, dispatch control and postage optimisation

An investment in technology set for the future

  • Flexible architectures and platform-neutral solutions through cutting-edge Java EE technology
  • Service-oriented architecture (SOA) permits simple integration in heterogeneous IT landscapes
  • Standard interfaces to SAP, CRM, ECM, Web services, XML and many others, avoid partial solutions 
  • Scalable and fail-safe due to modern client-server architecture, based on standard middleware – that always means the desired performance in end-of-month or end-of-year business

Downloads

HypoVereinsbank UniCredit

( PDF, 507 kB )

Sparda Bank Baden-Württemberg

( PDF, 1.3 MB )