Intelligent information management starts here

DMS in practice - Finance service provider

DMS - Digital Management Solutions for finance service providers


The number of documents is constantly rising: A flood of insurance policies, damage claims, credit applications, credit score information, licences, real estate appraisals, stock figures etc. pours daily through your inbox in paper form. Together with incoming emails, an enormous amount of information to be processed ensues.

Are you lost yet? Can your aides and clerks access these documents simultaneously without much searching? Are issues promptly dealt with – or can your company afford to leave an insurance policy or credit application lying around for a week?

It is now much simpler to answer customer inquiries thanks to clever data storage


The key to accelerated processes, efficient customer service and consistent cost orientation is a seamless, automated and controlled flow of information. When all incoming information is centrally recorded and saved by means of modern document and information management solutions, so that every (authorised) employee has access to it, this has a positive effect on all document-relevant business processes.

Your employees can immediately reply to incoming customer inquiries by telephone or by email. Because with a press of a button, they have access to all data relevant to insurance, damage claims or credit financing. Without having to ask colleagues and without any drawn-out searching among file folders. Media continuity is assured, waiting and run times are reduced, teamwork promoted and manual work is rendered unnecessary – this is how processes become decisively more efficient, which leads to considerable savings.

If you're wondering how your incoming documents arrive in such a central information platform: Here, innovative solutions are available that have been tried and tested in practice. With their assistance, the post is centrally scanned and automatically sorted by type of document. At the same time, they can read business-relevant information and forward it to the appropriate department for processing.

The documents are saved in an electronic archive - ideally in a uniform format, so that employees can open the different documents with just one program. This also simplifies the important question of long-term archiving over 30 years or longer. Appropriate tools, which are based, for example, on the current standard format for PDF/A long-term archiving, ensure simple care. 

How you can more quickly reach decisions via immediate access to your data and thus ensure a competitive advantage


This is the way to acquire a clear competitive advantage over your competition with efficiently organised information management and automated processes. Because on the basis of current, quickly retrievable data, it is easy for you to spread information or make sound decisions. Result: Your customers are content and you can react to new demands more quickly.

Your advantages in using innovative document and information management solutions at a glance:

- Quicker processing via automated business
  procedures

- Shorter search times ensure more productive
  employees and contribute to the reduction of costs

- Content customers via more rapid information
  and shorter idle periods

- Quicker decisions via information at
  the press of a button

- Legally compliant electronic archiving of all
  documents; thus significant saving of space

- Considerable improvement of competitive abilities
Finance Service Provider
Finance Service Provider

 
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