Finance and Insurance

Regulatory control and government intervention are an additional burden for organisations in the finance, banking and insurance sectors.

Corporate governance encourages financial institutions to be well managed and highlights the importance of regulatory responsibilities and compliance, but it also brings challenges:

• How do you deal with the mass of data that comes in and out of the organisation?
• How do you make it easy to access the information?
• What is the best way to store legacy and archived data?

Streamlining business processes with IT solutions that connect and automate the way data works and flows throughout the whole organisation will make a real difference to your business, and ultimately the bottom line.

Take fax for example:

In March 2009, the FSA rule on retaining Electronic Documents for at least 6 months came into place. Fax is regarded by the FSA as an electronic document. The exact type of fax transmission covered seems to vary from Business to Business, so the simplest thing to do is archive everything!

If fax machines are removed and Multi Function Printers/Devices are fax enabled using a Server Based Fax Management system along with a simple method to retrieve the fax messages, you are covered.

Finance and Insurance Case Studies

Banking

“Questioned why they chose Open Text Fax Server, RightFax Edition, most commented on the broader solution, which offers not only network faxing, but also complete e-Document Delivery Solutions.”
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Britannia

Open Text Fax Server, RightFax Edition offers Britannia mutual benefit – Faster streamlined workflow cuts delivery costs by up to 90%.
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Loss Management Group

Streamlined, automated policyholder contact via SMS brings very real efficiency gains.
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Metro Moneywise

High-Powered Document Management – OnBase electronically captures, stores, manages and retrieves EVERY document type
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Standard Bank

“The more timely information we provide to our clients, the more likely they are to trade with us” – Fax Server helps with communications to prove commitment to client base.
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St Peter’s Trust

Dramatically improved daily operations – “Little time is now spent in the filing room searching for key papers and OnBase has surpassed our expectations for timely retrieval.”
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Windsor Life

Instant Access to Policy Holder Data with Open Text Document Server, Alchemy Edition – Electronic Document Management Supports Business Continuity and Increases Efficiency.
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WK Webster

“OnBase will help us absorb an increase in claim volume and to improve our response to clients and their clients. Frustration encountered both internally and externally when files could not be immediately located is avoided.”
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