Home Industry Banking Solution

Banking Solution

Paperless Bank, Reduce Operational Cost, Increase Revenue

The bank’s paperless initiative will reduce capital expense, improve workflow efficiencies & increase branch/employee efficiency. Solvedge “Digital-CCP” will make the bank more competitive by providing the eForm/ Document management solution. By providing this solution to internal staff their valuable time can be focused on selling additional products & generating more revenue during account opening & loan processing.

SolvEdge “Digitlal-CCP” enables the paperless solution. The solution provides the scalability and flexibility needed to achieve the paperless goal and provide a document format that is easy for all departments to use. If the customer needs a hard copy of the transaction a PDF document can be printed and handed to the customer. This new paperless process shortens the customer enrollment process, enhances document security, and allows bank representatives more time to sell other bank products.

  • Set up customer accounts, paperless
  • Set up business accounts, paperless
  • Set up loan or form documents paperless
  • Enable eSignature for customer/business loan accounts
  • Create/Manage Marketing Materials both paper & paperless
  • Leverage data to cross sell/up sell products to existing clients

The paperless initiative will increase internal productivity, increase customer satisfaction, save cost on processing manual forms & protect the environment, no longer processing paper forms. The employee’s time is now redirected to new prospects & focused on bank customers.

Benefits to the Bank:

  • Significantly reduce the cost of document creation and management
  • Create and manage eForms /Smart forms
  • Form design & conversion made easy
  • Automated PDF document assembly
  • Form routing and tracking
  • End high courier costs and mailroom sorting
  • Eliminate costly scanning and document review
  • Shorten document processing times to enhance customer satisfaction
  • Create more time at account opening to up-sell new customers

Department Level Benefits: {Create, manage, seamless integration with databases/ERP}

Accounting

  • Expense reports, invoices, statements, purchase orders, time cards & other

Customer Service

  • Order forms, claims, service requests, consultation forms, work authorizations & other

Human Resources

  • Employment applications, benefit enrollments, transfer requests, performance evaluations, vacation requests, consent forms & other

Marketing

  • Brochure, direct mail campaign, business card, flyers, surveys, research test forms, event registrations, product evaluations, entry forms, questionnaires & other

Production

  • Work orders, requisition forms, shipping, publish loan & non loan documents via electronic

Business Outcomes:

  • Paper & Printing Savings
  • Reduce Capital Expense
  • Shipping/Courier Savings
  • Close more sales