DMS software for Banking industry and Insurance
Get rid of paper and put the customer at the center of all concerns
Access all your customer files in a single click
With the DMS software for Banking industry and Insurance
Improve your customer experience in agencies. Contracts, additional clauses, supporting documents, all of these documents in paper form fill up your archive rooms and becomes a real waste of time.
With Open Bee™, you store all your customer files in an electronic format and retrieve any information instantly. Thanks to highly relevant search modes that are fast and easy to use (title, key words, author, date, content…).
Open Bee DMS is a powerful document management software that also integrates itself to your other banking or business applications and offers in-depth DMS data analysis capabilities.
Centralized Information for Banking and Insurance Documents
Centralize the repository of all banking and insurance documents, whether they are customer files, contracts, or financial forms, in a single, secure location. Manage data from various sources — paper, office automation, or email — seamlessly.
Improved Customer Service for Financial Institutions
Enhance customer service in banks and insurance companies by processing inquiries more efficiently with automated workflows and digital forms. Reduce waiting times in branches or agencies, improving overall customer satisfaction.
Enhanced Compliance for Banking and Insurance Regulations
Automate the lifecycle management of sensitive financial and insurance documents. Set up specific filing rules to securely store data for the required retention period, ensuring compliance with industry regulations.
File your contracts and applications with ease
With our intelligent capture engine, you capture information and extract associated metadata automatically. Thanks to the multiple filing options, you also enable advanced data classification to your DMS or other business apps.
File them in an organized tree structure made up of folders and sub-folders, according to the name of the customer, the type of policy (car, home, etc.) or the date of signature.
Configure who can access specific documentation or information within your platform. Then easily share them with your co-workers, customers, and partners whatever the size of your file.
Access all customer files with ease, whether you are in the office or on the move, with mobile applications for iOS and Android devices.
Improve your customer experience both online and in agencies
Don’t keep the customer waiting – find a contract on your computer in a matter of seconds, with the policy number or the name of the provider, collect their inquiries and process them smoothly.
Implement configurable serial or conditional workflows to enhance claims, complaints and approval processes. Thanks to a graphical, drag and drop, 100% web based process designer and sophisticated rule engine.
Receive alerts automatically for important deadlines, such as contract renewals and complete tasks that are assigned to you in just one click.
Ensure your financial information security
Thanks to a solution hosted on ISO 27001 certified datacenters.
Manage permissions to ensure the complete privacy of all your exchanges inside and outside your organization. Then add an extra protection according to individual permissions, such as the eyes-only feature, to avoid information leakage.
Make private online workspaces for your external or internal professional sphere, where you can collaborate in a secure way.
Data processed in Open Bee is always encrypted both at rest and in transit. Besides it is also being backed-up daily to simplify data recovery in case of a disaster.
Our software for banking industry
Find out how Open Bee™ solutions can help you simplify the management of your documents!
Documentation
- Catalogue: Make document management a breeze
With a proven expertise in paperless and workflows operations, we will help you digitizing your document related business processes to gain agility, visibility, scalability and profitability
- Discover how electronic signatures can benefit your business
This E-book will give you everything your need to know to perfectly understand what the electronic signature is all about
- Pilardiere Group set up a new customer relation portal
IndustryWith the implementation of Open BeeTM, this group has significantly reduced all printing and postage costs, such as the administrative processing of invoices’ sending costs.
FAQ DMS software for Banking industry and Insurance
How does Open Bee ensure compliance with banking and insurance regulations?
Open Bee integrates seamlessly with your existing systems, providing secure access to sensitive documents. It helps streamline compliance by ensuring that regulatory requirements are met efficiently.
What business challenges does Open Bee address for banking and insurance companies?
Open Bee DMS software helps tackle key challenges such as managing large volumes of sensitive data, ensuring compliance, and improving operational efficiency. By optimizing document workflows, it allows financial institutions to focus on their core priorities while reducing risks.
Read more: Business issues, priorities, and challenges for a digital transformation
Can Open Bee improve operational efficiency in the financial sector?
Yes, Open Bee’s DMS automates document workflows, making it easier to manage and access information. This improves operational efficiency, especially in highly regulated industries like banking and insurance.
What are the common use cases of Open Bee for the banking and insurance industries?
Open Bee offers a wide range of use cases tailored for financial institutions, including records management, accounts payable automation, electronic signature, and business process management. Additionally, Open Bee supports HR file digitization, social intranet solutions, and secure extranet portals.
Also to be discovered
Receive our Bee letter
Sign up and receive our latest news about our solutions and information management technologies.