»On the one hand, our software partner ought to be a large company with an economic sound background. On the other hand, we appreciate a fast and individual support. SAPERION provides the perfect combination of both.«

Thomas Jucker IO, Manager IT Operations / Member of Management CSS Versicherung
Financial Service Providers

Information for Financial Services

Your Contact for Financial Services

Herbert Lörch
Telephone +41 (44) 365 77-99
Email click here

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Industry Solutions

Financial Service Providers

SAPERION'S superior IT platform ensures compliance with all regulations.

Software products and IT solutions for financial service providers

  • Comply with all regulations and legal requirements in a reliable way
  • Accelerate your document- and skill-intensive processes
  • Allow for internal and external access to all data while maintaining confidentiality
  • Optimize your contract management and customer transactions
  • Improve your customer service by shortened workflows and improved ability to provide information
  • Take advantage of all business potentials by granting access to all customer and product information

Financial Service Providers

The challenge

An increasing number of regulations, a rising pressure to become more efficient and the need for improved customer orientation.

If you want to successfully meet these and other basic challenges posed by your industry, you should choose the IT solution provided by SAPERION, which can be easily integrated.

SAPERION provides your company a consistent and intuitive system platform for the central storage and long-term archiving of all corporate information in a high-capacity solution that is able to process more than 30,000 pages per minute.

SAPERION supports your workflow

The entire product suite is designed to support your workflow in useful ways. Existing applications (e.g. SAP, MOSS, MS Office, CAD) are supplemented with important functionalities. Standard interfaces to all important systems ensure the highest integration capability and makes SAPERION the perfect upgrade for your IT environment.

Turn single information into reliable and valuable assets

SAPERION can help organize, categorize, and analyze information collected  through the wide variety of ways that people can connect to an organization. That gives financial institutions an advantage when assessing risks, loan conditions insurance rates, etc., as all of this data is now available in one place.

Compliance requirements are automatically provided

Financial Service Providers

Compliance

Your benefits

SAPERION is the perfect basis for compliance with all legal regulations.

How does it work?

Legal compliance is accomplished by sealing original documents and their connections to digital signatures, comments and time stamps. Audit-compliance is ensured by unchangeable document reproduction.

Loan processing and ratings

Your Benefits

SAPERION provides efficient and time-saving application processing across departments.

How does it work?

Thanks to completely digitized management of loan records, application processes can be considered as a whole – the best prerequisite in order to evaluate loan-associated risks. 

Smart, efficient contract management

Your benefits

SAPERION optimizes your contract management and control and protects you against undesired or automatically generated contract obligations.

How does it work?

The automatically controlled process of information forwarding ensures the optimization of those processes that need to be handled manually (editing, verifying, releasing etc.). Compliance requirements are met without any additional efforts.

Customer service and exploiting business potentials

Your Benefits

SAPERION helps to circumvent media disruption, to accelerate the processing of cases and to take advantage of all business potentials.

How does it work?

The system provides concise, immediate and controlled access to user data and ensures that unstructured data from customer interaction is systematically analyzed and appropriately processed. Because all customer-relevant data is also displayed during offline-operation, additional business potentials are open to further discovery.

Accelerated transactions

Your Benefits

Abbreviation and optimization of document- and skill- intensive business processes in the financial service sector.

How does it work?

By using rule-based workflow automation, information is assigned to the respective business transaction immediately, regardless of the format of the incoming media. Tasks and processes are automatically delegated by priority and the skills of the available staff. Resource distribution is, in this way, automated.

Financial Service Providers

Features & Benefits

 Features Your Benefits
Ad-hoc workflow Organize ad-hoc processes in a decentralized way where they can still be managed and understood
Automatic renditions For the long-term storage of document types such as Word, Excel etc. which are usually non-permanent
Consistent Logging Consistent "evidence of use" - from document reception to storage or delivery
Individual electronic signatures, batch signatures and verification For processes which operate paper-free while maintaining legal compliance
State-of-the-art multi-tier architecture Improved performance and scalability
Multiple releases in a workflow The release process is accelerated because several SAPERION workflow items can be released all at once
Smart links Connection of information usually stored separately (e.g. scanned pages and e-mails) for rapid navigation and creation of "knowledge networks"
Certified Quality Compliance with relevant standards of German law certified by an international auditing company (we are not allowed to publish its name)
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Financial Service Providers

Casestudys

Partner Details
Alliance Bank, Malaysia, has implemented SAPERION as a company-wide Knowledge Management Solution. At least 75 branches will be working with SAPERION in the long run.
Banco Portuguęs de Negócios (BPN), Lisbon, uses SAPERION for archiving customer documents.
Realization: Datacomp S.A., Lisboa.
SAPERION and Accenture provide a backend archiving solution for Deutsche Bank's global invoice approval processes. Here, SAPERION is integrated into the bank's SAP system.
The Egnatia Bank, Greece, has chosen SAPERION for enterprise-wide use. SAPERION will be integrated with existing Lotus Notes Groupware for more than 90 Users.
Realization: Actis, Athens.
Ramsey, Krug, Farrell, & Lensing (RKFL), a full-service independent insurance agency located in Little Rock, Arkansas, selected SAPERION as their enterprise-wide archiving, imaging and DMS-Solution following a detailed one year selection process. Realization: Enara Technologies Inc.
Sun Insurance, Hongkong, has signed a contract for the use of SAPERION. Realization: Getronics, Hongkong.