Enterprise Content Management | Digital Content Management Workplace | Digital Client Onboarding | Digital Workplace for Client Relationship Manager | Cross- and Multi Channel | Digital Transformation
Content und Digital Asset Management as a part of the modern banking transactions are meanwhile critical success factors in the highly competitive financial market. With the right strategy, we are able to bring together banking and marketing information and thereby make use of new media.
Enterprise Content Management
Content management, digital asset and new media are our recent core competences when it comes to banking components with digital marketing solutions. We enable the creation and visualization of interactive marketing and sales material by means of the integration of structured product and financial market data. This modern signal can be use and transportet over various channels and new media.
Digital Content Management Workplace
The various organizational units of a company are always challenged to create common marketing material and to keep it up to date. These documents are often created in Word or PowerPoint but continuous updates and also the layout changes are very time consuming and are often neglected. Imagine you have a system in which the layout is centrally defined, various additional data sources can be used, the layout is automatically adjusted to the calling device and the user must not have any technical know-how. andrion created such a content management workplace in cooperation with our partner Infocentric.
The content management workplace allows you to centrally manage the layout, to keep documents automatically up to date, to create customized documents, to present the content on different devices (desktop, iPad) to create navigation structures and much more.
Digital Client Onboarding
For any business, the customer is at the center. Your company is surely interested that the onboarding-process is highly efficient. Due to the growing internal as well as external regulations you will need a solution which automates the processes and allows you to integrate new rules “on the fly”.
- The client can access his onboarding status across various devices.
- Thanks to the process automation the client advisors work more efficiently and can use the time to take care of the customer relationship.
- For compliance it is ensured that, thanks to the automated checks, all regulations are respected.
- The back office does not need to type forms anymore and benefits from increased data quality.
- The management has always a complete overview of the customer base and can derive new business models.
andrion specialists are very familiar with the client onboarding for financial institutions and the resulting challenges. Together with our partner Appway we offer the perfect solution for your client onboarding process.
Digital Workplace for Client Relationship Manager
With the digital workplace you provide your client advisors with a powerful tool, which will impress you and your customers. Due to a clearly structured process the client advisor is able to create customized and individual investment proposals for his customers in no time. The client advisor can create his individual document based on a variety of provided data and present it on the medium of his choice to the customer. In addition to this, he is also able to actively interact with the components of the document while discussing his proposal with the client. These changes are immediately reflected in his presentation.
The specialists of andrion created this tool in collaboration with our partner Infocentric AG. Provide your client advisors with an efficient work procedure, we will support you.
Cross- and Multi Channel
Do you want fint out which new digital channels for your financial solution what opportunities and restrictions are associated with it? Then you are right here!
An efficient integration and implementation of new channels, taking into account regulatory requirements such as client data confidentiality or Too Big To Fail is our strength. We also consider:
- the capabilities of the core banking solutions and financial products and services,
- the associated business processes and
- communication with the customer.
The digital transformation includes the planning, control as well as the optimization and implementation of a value chain into the digital age. The digitization affects not only the various interaction channels of your customer with you, but rather also affects the optimization and transformation of processes, organization, services and the system landscape. The streamlining of processes and implementation of new technologies can lead to new potential business opportunities.
Together with our partner company infocentric we offer you the perfect combination of digital business consulting & enabling as well as banking and process know-how.