Financial industry

Realize electronic management of documents, standardize the process management of documents, and solve the problem of timely and effective transmission of documents

Industry background

The financial and insurance services industry generates, receives, transmits, and processes thousands of documents every day. The traditional methods of bill and document management not only require a lot of manpower and resources, but also fail to effectively guarantee the timeliness of document transmission, document security, and employee work efficiency. How to achieve electronic management of documents, standardize the process management of documents, and solve the problems of timely and effective transmission of documents are important challenges that the financial and insurance industry needs to face

Pain points

The number of electronic documents is increasing day by day, and a large number of files are stored discretely and difficult to concentrate, making management increasingly challenging

The incomplete handover of personnel flow large files and insufficient granularity of permissions have led to file leakage

Difficult to coordinate cross regional and cross departmental collaborative work, with high communication costs

The speed of document transfer and borrowing is slow, and documents are stored locally, making it difficult for colleagues on business trips to access them

Paper documents are not easy to save, and important files are prone to damage, which cannot be repaired once damaged

Finding files is very difficult and requires a lot of manpower and time to search

The document approval process is not strict, and important internal documents are not approved by company leaders and are sent out to customers

Customer documents often need to be updated, and after version updates, they cannot be unified in a timely manner. Some employees still keep using old version files

Solution

Departmental project document management refers to the unified and standardized management of project documents across various departments in the financial industry, facilitating efficient collaboration between departments and projects

Efficient collaboration

1

Scanner and high-speed scanner integration, high-speed information input, OCR accurate recognition of image text, self built index, quick search and view based on bills and policies

OCR precise recognition

2

Automatically perform regular data document backups on document data to ensure its security

Data backup

3

Customize forms and appropriate workflows to achieve electronic and procedural management of bills and policies

Workflow customization

4

Support automatic backup of data. When documents or hard drives are damaged due to misoperation or virus infection, the backed up data can be used for recovery

Automatic backup

5

Support encrypted storage of documents to prevent external personnel from using internal data. After document storage encryption, if the data is illegally stolen and used, it cannot be opened on other computers