Using ECM in Financial Sectors
The financial sector has to be one of the areas where content organization is mandatory. Indeed, thousands – if not millions! – of reports and numbers that have to be sorted and filed each year, and data has to be meticulously and efficiently managed to avoid any losses, miscalculations, or a waste of time and money.
Benefits
Our business is specialized in business process improvement and offers customized content management solutions. These solutions offer numerous benefits that will help you and your business.
Whether you work for a bank, an insurance company, or any other financial institution, content management is sure to help you maximize your resources, in order to make signification time and money savings in the long run. Here are a few reasons why content management can be useful in financial sectors.
Opening Files and Accounts
For example, opening files and accounts are a big part of all the daily operations in banking and financial sectors. It requires a lot of resources, as well as a lot of time to manage and administer new accounts.
Likewise, administering various loans takes a lot of time that your employees could use to focus on more important tasks, such as customer service, for instance.
Our content management solutions allow financial institutions and other companies in the banking and financial sectors to dematerialize the whole account opening process. This helps reduce the risks of human errors, as well as reduce the waiting period for loan approvals, save money on operational costs related to document management, as well as other significant benefits.
The Insurance Business
In the insurance sector, everyone agrees that content management, file opening process and filling out claim forms are time-consuming tasks that monopolize a big part of the workforce.
Once again, form management and other administrative tasks prevent most of the staff from using their previous time to focus on their clients, whether by phone or in person.
Intellera’s solutions are designed to cater to insurance professionals looking to increase their productivity. Our management tools will allow insurance companies to automate the management of compensation claims, dematerialize accident file processing, share information properly between all the employees involved in various processes, or create insurance contracts automatically. Many other features will allow you to use your time to focus on all the important tasks you need to achieve in order to make your business successful.
Accounting
Our accounting solutions will help you manage invoices, taxes, and order forms, as well as lower the risks of human error, standardize procedures to comply with different regulations, etc.
Regardless of which financial institution you work for, we obviously have the ideal solution for you. You will get to save both time and money, increase your profit, and optimize your resources. So contact us today to know more about our services and tailor-made solutions. Go ahead and invest in the future of your company!