EverSuite ECM solutions for the Banking Sector and Financial Institutions

EverSuite provides tailored ECM solutions for the Banking Sector and Financial Institutions to improve customer services and strengthen customer relashionships. EverSuite vertical enterprise content management solutions for Banking and Finance allow to speed up and streamline the internal administrative and banking processes with the automation of loan processes and account opening... while ensuring banking regulatory compliance.

Banking and Finance Sector Challenges

Enhanced customer services and improved quality in the banking sector are key success factors in a highly competitive environment. Many of the banking processes such as loan processing and others are paper-intensive procedures, wasting a lot of employees’ time on clerical tasks instead of focusing on providing the best banking experience for customers.
On another level, being subject to local and international audits, banks and financial insitutions must easily provide requested data or document whenever needed. Maintaining banking regulatory compliance is another key condition for success.

Banking Process Automation and ECM Implementation Benefits

  • Simplify end user working environment
  • Faster access to documents from core banking and business applications
  • Secure information sharing and access control throughout departments and enterprise-wide
  • Minimize  the disruption of work during examination time
  • Gain complete view over customer files and transactions
  • Reduction in administrative costs associated with rectifying mistakes & errors
  • Reduction in approval cycles and enhanced customer services
  • Speed up documents capture process 
  • Save tons of money related to paper documents handling costs

EverSuite ECM Applications in the Banking Sector

Eliminate paper intensive procedures and simplify all internal and administrative banking processes, use EverSuite Solutions for:

  • Loan process Automation, to reduce approval turnaround of loans from up to 2 weeks to less than one day with EverSuite Case Management
  • Account opening process, to simplify the account opening process, reduce errors and track the different stages of the cycle with EverSuite Capture and EverSuite Case Management
  • Customer 360 degree view to empower employees with a common information repository to gain full view over customer’s files with instant access to needed data. With EverSuite Document Enabling and EverSuite Document Management
  • Banking Regulatory Compliance to comply with international laws and regulations: Basel II, MIFID, AMF, SOX… through electronic archiving, and reduce archiving and labor costs, with EverSuite Compliance