DMS and Automated Business Processes in the Financial Industry

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, 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! 

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. 

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.