Activity area
Bank & finance
In a fast-changing sector where new players are innovating and offering disruptive solutions, traditional players need to rethink the processes and tools that guarantee their customers an experience that lives up to the stakes.
The digitalization of document management plays a central role in this transformation strategy.
Interactivity, immediacy, confidentiality and traceability are now essential to establishing a relationship of trust and standing out from the competition.
Inetum’s Business Document platform facilitates the implementation of digital document management and puts your customers at the heart of your exchanges.
Establish a personalized, cross-media digital relationship
With the Business Document platform and its CCM & ECM – EDM tools, your customers can update their information and transmit documents anytime, anywhere.
They have 24/7 access to up-to-date, personalized documents adapted to their reading media: paper, screen, smartphone, tablet, etc.
Documents and vouchers are exchanged instantly and stored securely.
Mailings, statements and contracts are accessible on computers and mobile devices, and adapt to different media.
You increase the impact of your communication, improve the quality of your relationship with your customers through an enriched and innovative experience, and create a unique bond of trust.
Your customers take control of their communications
Your customers take control of their communications
With the Business Document platform, you can offer an innovative, interactive digital dialogue as part of your document management process.
On their smartphone or from their personal online space, your customers interact directly and instantaneously through documents.
Exchanges are part of a fluid digital process: acknowledgements of receipt are immediate, and appointments are quickly confirmed by notification or email.
by notification or e-mail.
Electronic signatures are directly integrated into contracts, and online account statements are enhanced with sortable transaction tables, graphs, explanatory videos and links to financial products relevant to your customers.
Reduce control and regulatory compliance costs
By deploying the Business Document platform, incoming documents are integrated with error control and fraud detection processes, and automatically associated with archiving and retention rules to meet RGPD requirements.
Contractual document templates, such as credit offers, management statements or securities transactions, are centrally controlled and updated to respond rapidly to changes in banking legislation.
Whatever the volumes and number of channels addressed, you minimize the costs associated with error handling and checks, and reduce the time needed to bring your contractual documents into line with banking regulations.
ANTICIPATE THE BANKING CHALLENGES OF TOMORROW
ANTICIPATE THE BANKING CHALLENGES OF TOMORROW
The digital trend is pitting traditional players against new competitors such as neo-banks and fintech startups. New approaches are emerging, offering customers instant interactions and services, and an ultra-personalized relationship.
Whether traditional banks or new players, mastery of customer processes and data is becoming strategic in order to automate and streamline operations and anticipate customer expectations.
Regardless of the path taken and the channels of exchange, the conversation established through digital document management conveys essential information that needs to be captured and processed.
Our Content Management platform enables you to manage and control this information from end to end of the document process, and make it available to your data processing tools and customer experience management platforms.
Business Document Unity gives you a decisive competitive edge in the processing and control of your processes, documents and customer data.
customer testimonial
« The use of the Business Document platform has enabled us to cut the time taken to process our customers’ relationship files by a factor of three. the time it takes us to process our customers’ relationship files. »
A Swiss bank
« Thanks to the use of the Business Document platform, we are now able to to halve the fixed costs associated with checking files before payment.”
A Belgian bank specializing in credit
