Providing the best Customer Experience is the new challenge for Financial Services. Many are finding it difficult to make significant progress because of a lack of up to date infrastructure and technology. A combination of legacy systems, outdated infrastructure, disparate departmental systems and tight regulation often hinders progress.
THESIS integrates with your existing systems and offers flexible implementation options to ensure a smooth transition to digital. Empower business users to create, edit and implement content controls, workflows and processes quickly and efficiently via an easy to use web interface.
Key challenges in the industry
- Wealth management, banks, building societies and insurers all have something in common – they all produce a lot of paper and documents. How do can you manage and store these documents?
- How do you access critical business information information quickly and easily?
- How can organisations ensure that documents are stored securely and compliantly?
With THESIS you can benefit from:
Which can be integrated with your other business systems to ensure easy access to documents across the business.
Use automated workflows to track client enquiries, applications and documents easily from conception through to completion.
Clients won’t need to repeatedly fill out forms as all information will be stored in one easy to access location.
Facilitate easy collaboration across different departments to ensure that your staff have all the information they need at their fingertips.
Ensure that your organisation is adhering to the relevant industry compliance standards through our secure platform which keeps a record of all versioning
Customer success stories:
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Read our case study with TAB Bank to learn more
