DMS and Automated Business Processes in the Financial Industry
How financial institutions successfully manage digital transformation with d.velop
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.
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Signal Iduna prioritizes digital efficiency and sustainability with d.velop postbox
“d.velop came across very well from the start. They convinced us in a very professional and equal manner. And, what I rarely experience: I didn’t feel like they just wanted to sell us something. We were convinced very objectively with a solution.”
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BaFin-regulated digital insurer relies on cloud solution from d.velop
“We were looking for a DMS partner who is characterised not only by future-proof solutions, financial stability, and affordable licensing costs, but also by the possibility of a partnership on equal footing.”
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Die Bayerische uses document management as a central information hub
“We were looking for a DMS partner who is characterized not only by future-proof solutions, economic stability, and affordable licensing costs, but with whom collaboration on an equal footing is possible.”
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Reference story Allgemeine Beamten Bank AG
Allgemeine Beamten Bank is laying the foundation for its digitalisation with d.velop documents.
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Pantaenius enhances OASIS and other core systems with document management
“By now, we have digitalized 95 percent of our paper processes with the help of d.velop. For example, when we are travelling internationally, we can access over 25 million documents in the archive and approve invoices using our company mobile phones.”
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The digital signature at KGAL combines process and cost efficiency
Together with d.velop AG, KGAL GmbH & Co. KG has set out to establish a secure digital signature process, which provides relief for confidential business relationships.
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DAL structures tasks and processes with d.velop transaction control
“With case management from d.velop AG, we have an efficient way of working, as the flow of information is consistent for all employees. This helps us avoid queries, improve workflow, and have more time for our customers.”
Research Report
Financial services document management beyond 2025
Financial services institutions (FSIs) are under increasing pressure due to rising cyber threats, internal fraud, and the challenges of remote work. At the same time, regulations such as the GDPR and the EU’s new Digital Operational Resilience Act (DORA) demand strict data governance and compliance.
Contents of the Research Report
- How does leadership support document-centric workflows?
- Reducing document manual handling
- Ensuring strategic compliance and security
- Document management innovation
- Digitising document processing
Holistic digitaliSation 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.
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
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The Digital Operational Resilience Act (DORA) is set to transform how financial institutions manage digital risks. As technology becomes more central to financial services, the threat of cyber-attacks grows, and disruptions can have far-reaching impacts. DORA offers a comprehensive framework to ensure the resilience and security of the EU financial sector.
Discover how this regulation can safeguard your business from digital threats and ensure operational stability.
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