Industry
- Financial institutions
Digitalization
Achieved goals
- Increased flexibility
- Reduced effort
- Faster time to market
- Improved compliance
Describe your case study and benefit from efficient work processes through digitalization and automation.
More flexibility in customer communication: How banks work more efficiently with CIB coSys
In an increasingly digital world, financial institutions must be able to react flexibly and efficiently to market changes. But what can be done when existing processes restrict this flexibility? We look at the initial situation of our banking customers and show how the implementation of CIB coSys enables real transformation.
Typical initial situation: Complex coordination processes due to several roles involved
Contract changes often require communication with external partners responsible for the content and form of contract forms. Change requests are initiated by the business and forwarded to IT or the business for adaptation. The changes require additional implementation on the development side, such as for digital application parts. As a result, even the smallest content changes are subject to release cycles that often take weeks to complete.
More flexibility with CIB coSys
With CIB coSys, our powerful software solution, specialist departments can independently edit content changes without IT expertise. Contract forms can thus be transferred to productive operation without the involvement of IT or external agencies. Change requests can thus be implemented quickly and without dependence on in-house development cycles. Changes are versioned and stored in an audit-proof manner and implemented independently of release cycles!
The implementation of CIB coSys has meant a significant transformation for our banking customers. Work processes have been optimized, enabling a faster and more targeted response to changes. As a result, the banks have improved their internal structure and strengthened their competitive position at the same time.
Efficient document creation and delivery with CIB solutions
- Automated document generation for multiple channels
- Centralized mailing solution with CIB fairBrief
- Secure digital delivery via CIB doXisafe
- Creation of accessible documents in PDF/UA format
- Direct connection to agree21 DMS for secure document management
Automated workflows with CIB flow
- Automatic mail merge for standardized
- API connection to agree21 for real-time data retrieval
- Optimized processes through integration into existing workflows
- Efficient and fast document processing without manual effort
With the combination of CIB coSys, CIB fairBrief, CIB doXisafe and CIB flow document processes can be fully digitized and automated - for greater efficiency and security.
