DMS and Automated Business Processes in the Financial Industry

Digitalisation in the finance and insurance sector

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Find information quickly, map internal processes easily in compliance with the law and deliver documents in real time.

  • Innovative document management, perfected through long-term trials and testings with finance and insurance companies. 
  • Industry expertise through trained bankers and software engineers from the financial sector 
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  • DAL Deutsche Anlagen Leasing logo
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Workflow Digitalisierung im Finanzwesen

Introduction Finance Sector 

Meeting the growing demands of the financial sector! 

In view of the low interest rate level and increasing compliance requirements, hardly any other industry is facing such fundamental changes as the finance and insurance industry. “FinTechs” and “InsurTechs” are addressing new customer groups with selected, lucrative products and modern user interfaces. Thus, increasing the pressure on all market participants. Modern, secure software solutions help you keep up, accelerate your processes while also save costs. 

Nowadays, the concept of banking without digitalization has become inconceivable.

Today, transfers are made from mobile phones and account statements are available in the bank portal instead of printed paper format. Advice is given online, or customers simply use comparison portals. However, the back office has to work digitally too. Often, emails are still printed out, signature folders are “carried back and forth” and there is hardly any efficient contract management. We can support you in digitizing the processes that your customers do not see. So that in times of tight interest margins and increasing regulation you can concentrate on one thing: Your customers. Because: Banking is people! 

Insurance without document management? Unthinkable.

However, do your processes for application and claims processing, also run digitally? The price pressure on insurance companies is stronger than ever, especially since comparison portals make it easier, even encourage people, to switch from one insurance company to another. Hence, it is of utmost importance to be swift in case of questions or claims while also offering your customers added value. For example, with a digital safe in which you deliver all documents to your customers (instead of waiting until they collected them from your portal – anyone can do portals). In short: Delight your customers with more digital services and optimise your internal processes. Luckily, we have the right solutions for you! 

Today, more than ever, asset management is only efficient if it is done digitally.

Today, transfers are made from mobile phones and account statements are available in the bank portal instead of printed paper format. Advice is given online, or customers simply use comparison portals. However, the back office has to work digitally too. Often, emails are still printed out, signature folders are “carried back and forth” and there is hardly any efficient contract management. We can support you in digitizing the processes that your customers do not see. So that in times of tight interest margins and increasing regulation you can concentrate on one thing: Your customers. Because: Banking is people! 

Efficient document handling is indispensable for the professional real estate industry today.

Hardly any other sector “produces” as many documents as the real estate industry: planning and construction documents, contracts and property management, invoices in the construction and operating phases, financing and insurance documents and so much more. These documents have to be available – in the office, at the tenant’s, at the lawyer’s, on the construction site … And they have to be shared or delivered to external parties as well: Banks, insurance companies, notaries, surveyors – and of course the tenants. In other words: professional document management can significantly increase efficiency and speed up real estate processes. Digital and thus faster invoice processing helps to take advantage of (considerable!) discounts. Contracts can be signed anywhere with digital signatures and contract management helps you keep track of your vast amount contracts – never missing a deadline again. 

Digitalisation in leasing makes the difference: faster, easier, better.

Who doesn’t look forward to their new car and handing over the keys? Finding the right vehicle, configuring it and determining the costs by means of a leasing and financing model is relatively quick, but what about the rest? There are several steps to be taken before a leasing contract is concluded, most of which are still processed manually and on paper. End-to-end digitisation and automation of processes is missing for the most parts. Whether it is obtaining bank information, the delivery and verification of contracts or the signature, many things still take too much time – because consistent automation is missing. Through targeted optimisation of document recognition processes, standardisation of document storage and search mechanisms and improvement of digital collaboration between systems and participants, processes become faster and incur fewer costs. We are happy to assist you in this regard. 

 

By implementing the case management with d.velop AG, it gives us an efficient way of working, as the informational flow is the same for all employees. In this way we avoid queries, improve our workflow and have more time for our customers.

Falk Leopold
Head of System- and Workflow Management
Deutsche Anlagen Leasing

Do you want to know more about our customers and their stories?

Privera AG

Privera AG ventured to achieve its ambitious goal: the paperless office. It decided to actively approach innovation and digitalization as a core of its corporate values. With the help of adeon AG, it implemented the archiving of accounting documents and incoming invoices from the company’s own SAP with the document management of d.velop AG and introduced three digital file types of d.velop AG.

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Mattig-Suter and Partner Schwyz

It is almost a law of nature – every company with several headquarters or branches knows it: If you need a file at one location, it is guaranteed to be at another. The trust and auditing company Mattig-Suter und Partner (MSuP), headquartered in Schwyz, no longer wanted to put up with this phenomenon. Instead, they found the document management d.3ecm of d.velop AG.

d.velop platform

Holistic digitalization in businesses 

Profit from the d.velop platform 

Follow a comprehensive approach to digital transformation. Manual processes that cost employees valuable time become a thing of the past – company-wide.

 

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