ECM for banks and financial services
A modern ECM platform for greater efficiency and happier customers
The volumes of documents handled by banks and financial service providers is growing steadily in daily business: loan applications, risk analyses, contracts, credit ratings, real estate assessments, stock settlements and many more. The ECM platform Doxis makes these documents, processes and files available in business processes. Automated document management enables your organization to enhance efficiency and improve customer satisfaction with faster case handling.
Doxis in banking and finacial services
Feeling fatigued with information overload? Doxis can help you work smarter, better and faster. Dealing with large amounts of customer data can be overwhelming. From enabling error-free data entry to making sure no steps are missed in your key processes like loan management, Doxis is your go-to helping hand.
Want to learn more about Doxis?
How to build a lean, modern and future-proof business
Our must have guide shows you:
- How to overcome the biggest challenges facing banking and insurance
- The key steps to modernization and benefits of AI and automation
- A tale of 4 digital pioneers – success stories from our customers in banking and insurance who have made the move and modernized
Global IT, DHL Express
Our hunt for an ideal document management solution had reached global proportions, but it turns out that the answer was right in front of us all along – just across the river at SER.
Project Manager, IT department, SEW-EURODRIVE
...A massive improvement. This is an excellent example of how you can achieve so much with such little effort.
Application Manager (Finance), Duravit AG
We are very well equipped to handle what the future holds – especially when it comes to our international, document-based business processes.
Head of Group Legal, Compliance & Internal Audit at ITALCER Group
Doxis 231 and COMPaaS provided the perfect solution to manage compliance activities in an innovative way.
Head of Functional Operations, BCM platform, DB Systel
With Doxis by SER Group, we have succeeded in establishing a single, electronic ECM infrastructure that can be integrated as a Group standard.
Head of Claims, Delvag, Lufthansa Group
E-files with workflows has made our claims settlement perceptibly more efficient and has eased collaborative work...forming the basis of new digital services for our customers and partners.
ECM Project Manager, Bernard Krone Holding
Why did we chose SER? From the very beginning they were on a level with us and the Doxis solution fulfilled all of our requirements.
Customer Management, Sunrise Communications
With Doxis, we now have a stable platform that runs around the clock. Our customer files are always found quickly and easily — regardless of where they are located!
Portfolio Manager, DEVK
The number one strategic target of DEVK is customer satisfaction. We can only achieve this if we are fast and able to provide information on demand.
Area Manager of Finance and Accounting, Bofrost*
Our goal was to shorten the invoice processing time and to have a more efficient and audit-proof structure. We achieved this thanks to SER. A win for the company and, most of all, for the employees.
ECM solutions for banks & financial service providers
How Raiffeisen Bank International Solves Key Challenges in Banking
Learn how Raiffeisen Bank International has successfully modernized document management with Doxis and which role AI and automation play in this.
Compliance & data protection - Doxis has you covered
Risk management guidelines (governance, risk and compliance, GRC) not only regulate how finance processes must be managed, but they also require adherence to strict reporting standards. Doxis helps banks and financial service providers to publish and manage specification documents and documentation in a simple and easy way. With Doxis you also verifiably comply with data protection requirements including the EU GDPR: The numerous Doxis certifications are testimony to this.
Is your legacy system holding you back?
Discontinued support, lack of scalability, security gaps — Doxis frees you from the shackles of your legacy applications so you can phase out outdated, poorly maintained systems. Our proven migration concept introduces you to the world of the scalable, flexible Doxis ECM platform. You decide how your solution should be run: on-premises, in the cloud, or a hybrid of the two. Regardless of whether you have to migrate ten gigabytes or hundreds of terabytes!
Calculated, planned, controlled: Find out how migrating to the Doxis ECM platform can work for you!
Work more productively thanks to an ECM platform
Customer stories of digital leaders in banking & financial services
Aareal Bank: Efficient and compliant real estate financing
GEFA BANK: Digital case processing in sales financing
FCA Bank: Automotive financing with ECM
Raiffeisen Bank International, Polen: Archive migration with zero downtime
Aareal Bank: Rapid, relevant response with centralized ECM
FCA Bank: Digital processes in automotive financing
Let's level up your digital transformation
Discover with us how Doxis can help your bank or financial institution reach its next digital transformation goals.
Schedule your personal live demo of Doxis or arrange for us to visit your company to show you its potential live and up close. We look forward to hearing from you!