AUTOMATION, CENTRALIZATION OF DOCUMENT MANAGEMENT AND DOCUMENT STANDARDIZATION
THE CUSTOMER
Requirements
- To benefit from a scalable, cross-functional solution, integrated with front-office underwriting, CRM and back-office credit management applications, to facilitate and optimize communication with
customer - Ensure the reliability, responsiveness and quality of documents linked to the customer journey, from credit underwriting to closing.
to closing. - Reinforce the autonomy of business users throughout the document creation, modification and personalization process (credit attestation, overindebtedness file, direct debit mandate, etc.).
Sector of activity
Credit institution
Employees
250
THE ANSWER FROM BUSINESS DOCUMENT UNITY
- Simplify customer communication management: with a single solution for real-time cross-media document composition, production and distribution.
- Enhance brand image: thanks to a simple, intuitive design station that rationalizes the number of templates and improves the quality of documents delivered to customers.
- Enhance managerial productivity: thanks to support in personalizing and modifying documents in a controlled way through the interactivity component, to guarantee harmonized and reliable document delivery.
TESTIMONIAL
« As a long-standing Business Document Unity customer, our collaboration began 20 years ago… and the Business Document Unity teams have demonstrated their expertise by continually developing the solution in line with the business needs of their customers and the market.
The solution is easy to integrate and very user-friendly. The Business Document Unity teams are always on hand when we need them.
Business Document Unity enables us to be highly responsive to both regulatory changes and the introduction of new offers. And our partners are clearly very satisfied! »
Testimonial from a company in the Finance sector.