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Document Management Solutions (DMS) provide a hub for
financial information that can be viewed via the Internet, analysed
online and processed automatically.
It has helped financial services providers like Nationwide
Building Society and Lombard
to exceed customer expectations and dramatically reduce operating
costs. All by bringing together people, information and business processes:
Increase customer satisfaction
and sales capacity
Empower customer service representatives to resolve account enquiries
in seconds, by providing fast, online access to each customer's
document history: statements, letters, e-mails, reports, forms and more.
A fast route to electronic statement
presentment
Attract new customers. Cut statement mailing costs. DMS swiftly
Web-enables your existing statement output, so you
can start presenting statements online within weeks.
Differentiate your online banking
service
Offer customers new facilities to manage their finances, without
changing your core banking systems:
- Analysis: "Where did my money go this quarter?"
- Alerts: "E-mail me when large payments leave my account."
- Personalisation: "File my documents by type, not date"
Launch new multi-channel services
Deliver statement content to all of the service delivery channels
your customers want: mobile phones, the Internet, kiosks, PDAs,
even interactive TV. DMS automatically transforms information into
the right viewing format for each channel.
More effective business reporting
Avoid the delays and costs associated with distributing printed
reports. Make reports available online, with powerful retrieval
and analysis capabilities to pinpoint information instantly. Pages
can be printed, if required, on a convenient local printer.
Increase sales and customer loyalty
Arm sales and marketing personnel with a consolidated view of each
customer, including the 80% of business information held outside
databases, as documents, images and multi-media content.
With the right information to hand you can target the right offer
to the right customer.
Manage industry change
Minimise disruption from mergers and acquisitions. DMS quickly pools
key business content from diverse systems and provides easy, enterprise-wide access.
Reduce the costs of archiving
Eliminate the costs and inconvenience of microfiche,
tape or paper archives by moving them online.
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