The finance, banking, and insurance sectors are undergoing an unstoppable digital revolution, with connected customers and a growing demand for omnichannel services. Both corporate and individual clients demand personalization, appropriate treatment and communication at the right time, as well as operational efficiency in service delivery.
A CCM system such as iberDok facilitates the fulfillment of these demands through numerous functionalities and application areas. Some of them are listed below:
- Commercial information with personalized products and prices: consumer loans, new pension plans, ATM fee changes, etc.
- Loan simulations, mailing campaigns for home/health insurance, credit cards, etc.
- Generation of documents with product conditions for customer signature
- Risk files
- Suitability / appropriateness tests (MiFID regulation)
- Executed transactions and receipts
- Regulatory and legal information
- Portfolio tracking
- Statements
iberDok adapts its flexible structure to meet the needs of sectors with the highest demand for digital transformation, providing secure and personalized documents in areas where privacy is essential.
Some sector experiences include implementations in critical productivity areas related to document and communication generation, for example in investment departments.
The needs in these areas can be summarized as follows:
- Search for a solution for automatic document generation that could be used consistently across all applications being developed in the credit risk management department.
- Requirement for ease of use and agility in the development and maintenance of base templates.
- Possibility of integration with different technologies and data sources.
- Dynamism and versatility when designing templates and representing variable data with different styles: charts, tables, QR codes, etc.
- Ability for end users to maintain the templates.
- Closeness and flexibility, with the ability to adapt to the specific needs of the Bank.
The implementation of the solution produces a number of important qualitative benefits:
- Unified system for generating reports and documents.
- Low economic impact in the development and maintenance of document templates.
- Standardization and homogenization of documents.
- Efficiency in report generation, reducing time and costs.
- Elimination of human error.
There are many other deployment possibilities for iberDok within digital transformation plans in the financial or insurance sector, such as smart forms or guided document generation. Contact our team to learn more and request a personalized demo.
