Modern Archiving Concept for Traditional Swiss Bank

Customer profile

When we think of Switzerland, we immediately think of the country’s banking industry, which is one of the most distinctive in the world. In Swiss banking institutions, customers always come first. Traditional asset managers know that customer trust that has been built over 150 years of the company’s history is their most important capital. In an increasingly digitalized world, these managers still want to live up to this expectation.

The task

The bank’s long-term archive stores millions of important documents, including the company’s crown jewels: historical photos, certificates, and museum objects. To date, the digitalized data take up a total of over 20 Terabytes of storage.

The specialty department that manages the archive had reached several capacity limits using the current OpenText solution. Onboarding new document classes was complicated and expensive, internal services could not be integrated without issues, document OCR was not working properly, and full-text search was very slow. In addition, the company wanted to follow its corporate strategy of migrating to web-based solutions. In short: the company needed a modern archiving concept that was flexible, scalable, fast, and efficient.

This is where dataglobal came in – with a few challenges that needed to be overcome. The solution was meant to guarantee that all data would migrate seamlessly and without modifications to the new dataglobal CS archive, that additional documents could be added from multiple sources, and that the system would be available company-wide – with clearly defined access rules and in compliance with all legal requirements, such as retention periods.

The solution

dataglobal provided a user-friendly web application in the form of dataglobal CS. The app is flexible, convenient, and powerful. It is flexible because it is not limited to a particular location. Employees can access the app from their office at home. It is convenient because data can be saved using drag-and-drop or copy-and-paste, and several documents can be edited at once. It is powerful because it offers an improved search feature that is as intuitive and fast as Google’s. The search feature simultaneously searches for full-text and index data throughout the entire archive.

Customer use

It is the bank’s mission to live up to its customers’ trust. Similarly, it is dataglobal’s mission to live up to the bank’s trust, which entrusted dataglobal with documents of immeasurable value. dataglobal has repaid this debt with dependable care and a solution that impresses with its user-friendliness – for specialist department users as well as for people who only occasionally perform archiving tasks.

Here, the expertise, experience and smart knowledge of dataglobal’s project managers came into play, who communicated as partners with the customers’ IT experts in order to understand key issues and come up with customized solutions. A key example that saved costs and time was an approach that avoided having to recapture texts using OCR. In the end, the bank came out with a positive result, with dataglobal meeting all requirements.

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