IPSA

Madrid, 18 May. 2012

Bank Files

Document technologies can facilitate the management of files and the business automation processes that they depend on.

Financial Entities each time have a broader range of products and sometimes their management is very complicated due to the numerous documentation that is needed at first (loans to people, mortgages, investment funds...) and is later generated into successive stages.

Today, any bank needs to face difficulties such as an increase in competition, an improvement in customer service, or an efficient and productive management of a broad office network.

These entities require solutions that allow centralizing all the documentation generated in the branches as well as in the central offices speed up and automate the business processes that they depend on and reduce costs to be competitive in the market.

The Solution

Atril File Management is IPSA's solution, specialized in the management of electronic bank files generated by any financial entity in the process of selling their products to clients.  

Atril File Management allows, through remote digitalization from its branches, to receive and concentrate in a factory or document-processing center all the administrative tasks carried out in the branches, allowing their employees to focus on work that really contributes value to the client and the company.

Atril File Management, besides automating the capture of information and associated tasks, manages the whole life of the live file, allowing access to its information to the profiles or indicated entity departments for its complex processing, allowing standard interfaces with other bank information systems.

Advantages

  • Add information to the process flow from the start
  • Reduction in costs inherent by paper (file, manipulation, mailbag…)
  • Specialization of the business oriented processes
  • Decrease in time for the processing of client applications
  • Offer the client information in real time about the application thanks to online the status search
  • Centralized and automatic management of files (eliminating duplicity)
  • Access to the information from anywhere in a quick and simple way
  • More efficient collaboration between the bank departments
  • Optimization of the internal processes by incorporating digital images where before there were physical documents
  • Security increase for files and access of information
  • Monitoring and total control of the files in the system, processing status, developed incidences with the files, etc
bank files