Use case

Financial data certification process

Create, review, certify, and issue official statements through numerous internal and external parties.

Area(s)

BPM, Dematerialization

Sector(s)

Banking and Financial Services

Specialities(s)

Accounting / Finance process

Business issue

This financial institution wanted to work on large-scale documents, breaking them down into sub-documents or sections that are managed, routed, reviewed by various parties, approved and then published as a single repository or balance sheet.

Access to information in a controlled and secure manner is a critical pre-requisite and is observed by all departments involved.

Before

It was too difficult to determine what individual needed to complete the certification process.

The same spreadsheet was therefore sent to all people in the validation chain at the same time, leaving it to them to filter out the necessary information.

The same spreadsheet was sent to legal partners who were responsible for reviewing all sections of the review up to final approval.

 

After

The documents are always accurate and comply with the regulations in force.

Remote team members, external clients, and internal employees can collaborate on multiple file types and preserve unmodified versions of original documents.

The online publication is done automatically after being correctly validated by the process.

 

Capabilities

  • Provide Administrators with the ability to configure permissions at the document, user, or system level.
  • Enable end-users to collaboratively review critical documents after creating, modifying, and managing shared content.

Gains

The certification process is done on a run-of-the-mill basis and in real-time.

The complex annual certification process could be eliminated.

The efficiency of internal departments and external stakeholders in the approval process was improved by 30%.

Contact us

Areas

$

Dematerialization

$

ECM

$

Business Process Management

$

Robotic Process Automation & IA

$

Compliance

Use Cases

By Specialities

Customer Experience

Accounting / Finance Process
HR Process
Legal Process

Back Office & mail management

IT Management
Cas d’usage
By Sectors

Insurances & Protection

Banking & Financial Services

Industries & Services

Public

Services

$

Consulting & Innovation

$

Solutions design

$

Agile intregration

$

Services Center

Arondor’s Technologies

ARender Content Viewer

FlowerDocs ECM / BPM Platform

Fast2 Migration Platform

Flower Courrier and e-Envelop Solutions

Partners’ Technologies

Strategic Partners

Technology Partners

Outsourced Documentary Processes