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ECM – a competitive advantage for banks and financial service providers
The pressure of competition in the banking and finance sector is growing: financial products and services are becoming increasingly interchangeable and customers' demands for qualified services are increasing. These days it is possible to gain a competitive edge through better service quality, optimised business processes and consistent cost-orientation. This is why many banks and financial service providers are taking advantage of the benefits provided by SER integrated Enterprise Content Management solutions.
The quantity of documentation in daily banking business is increasing constantly. What with credit applications, risk analyses, contracts, credit rating information, proof of identity, legal reports, property valuations and stock exchange settlements, there is a wealth of documentation, mostly still in hard copy and therefore cumbersome and difficult to manage. There are also more and more electronic documents such as emails, faxes and data records from online financial transactions. All these documents are normally required at various workstations and in different departments for advice, processing or customer service. However, access to these documents is normally only possible with long waiting times, if at all.
DOXiS4 overcomes the fragmentation associated with paper and electronic documents and allows direct, controlled access by all authorised people to the central content repository which contains all company information in electronic form. Records-based document storage by customer number or account number for customer and account documents is supported as a matter of course, as are credit records, indexes for cash payment receipts, payment transaction slips, exemption orders, incoming invoices, personnel records, contracts or statistical analyses. Integration of securities settlement systems allows automatic import, indexing and archiving of files from the German Stock Exchange. DOXiS4 has a highly developed security concept with authorisation and role systems as well as integration of commonly used banking and standard software, e.g. SAP.
Tried and tested: SER solutions for financial service providers
From years of experience with well-known banks, asset management companies and investment trusts, SER has developed tried and tested solutions. As an experienced solutions provider, SER combines knowledge of business processes in this sector with know-how relating to the latest IT technologies. SER has been established as a successful IT solutions provider in the banking and finance sector since the mid-eighties. Across Europe SER solutions have facilitated significant improvements in efficiency and services in many banks and financial institutions.
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