We assist Banks and Insurance Companies
on their Transformation Road
Paperless Banking & Insurance
“Paperless office” is one of the initiatives to improve cost control and green IT. Most of the paperless initiatives that have been realized serve internal communication or external mass marketing purposes. For the next step, we want to offer our customers support for creating legal documents, signing documents electronically and automatic archiving.
The following scenario might sound like magic to you, but we can be your partner in realizing it!
“The salesperson, responsible for the local SME market, visits a new prospect. The prospect is highly interested in opening a new banking account and also asks for a short-term credit to execute a large tax payment for the next quarter. While using a tablet pc the salesperson can access the “opening new banking accounts” application, so she creates the contract and the customer signs the generated document on the tablet pc (manually and/or digitally). Saving this signed document activates the new customers’ banking account. She repeats the process to create the short-term credit ...”
This innovative step helps our customers to mobilize their sales force so that they are able to dramatically shorten sales cycles and increase the number of profitable contracts per quarter. Please read more about how Bank J. Van Breda improved their revenue and innovative corporate image with paperless business processes.
By implementating our partner’s LetterGen Suite we automate the workflow of core business processes and make them “paperless”. Each business process that consumes a huge volume of paper could benefit from our paperless office solution. Examples of business processes are:
- A Credit acquisition process
- Opening a new banking account
- Creation of Personalized letters
- Creation and management of insurance policies
- Monthly customized reporting about insurance and banking portfolio
- Creation of Personalized marketing
- Creating and managing insurance claims
- Creating and sending fiscal documents
- Credit control
- HR management
- etc.
By using predefined templates within each business process, users can generate their best fitting document with data supplied by the back office system based on selection lists, conditions and data lookups.
This generated standard document can be changed and enriched with extra information. Thanks to the standard usage of revision marks other people can easily validate and approve by using “a management by exception approach”.
In case of newly generated contracts with customers, your salespeople will be able to shorten their sales cycle by using LetterSigner, our integrated electronic signature solution.. Immediately after a customized creation of the contract, the salesperson’s customer can validate and approve it by signing electronically. After signing formally, the automatic workflow could send the signed contract to the customers by email and store it into the backoffice document management system or into our partners' “virtual safe” solution.
You can find more information about some of our paperless components at www.lettergen.com, www.w7pad.com and www.unifiedpost.com.
