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Aug 23

An integrated archive at an internationally renowned Swiss bank

  • August 23, 2019
  • Archiving, Our customer projects

Task

An archiving solution is sought that will implement the complex storage periods and standards of the bank in a legally secure manner. In addition, the solution should be easy to integrate into the existing processes. Processes concerning the customer service of the bank should be better and more secure, with the aim of further improving customer satisfaction and therefore competitiveness.  

Solution

The task is solved quickly, perfectly and without complications with the archiving solution of dataglobal CS. The central dataglobal CS archiving solution is seamlessly integrated into the relevant processes of the bank. For example, in the “Retain Mail” process, which prevents the dispatch of business documents outside the country, but ensures the certification of the documents and the postal information of the customer after the expiry of a specific time period. Individual elements of complicated file structures are automatically deleted in good time after the storage period. The documents archived in dataglobal CS are seamlessly integrated into the leading applications of the bank. All relevant data are immediately available in the digital workplace for further processing.  

Customer use

The bank can ensure its compliance by the legally conforming archiving of dataglobal CS – while ensuring the integrity of all information Compliance with the various complex storage periods can be ensured easily and safely. The dataglobal CS solution provides the bank’s customer service staff with a simple and reliable digital workflow, and secure processes concerning the bank’s valuable sensitive business documents. The result is a service which positively impresses customers and increases their level of trust. This reliably increases the competitiveness of the company.  

Specialist department

Customer management

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