Swiss Financial Giant Optimizes Document Creation and Management with EngageOne™ Compose

This major Swiss financial institution is a cornerstone of its region’s economy, with 1400 employees it is deeply involved with the local community and government. The company offers a wide range of banking products and services.  including financial planning and advisory services for taxes, pensions, inheritance, as well as loans and leasing options, catering to both individuals and businesses.

The Challenge
The company faced ongoing challenges in document creation and management. A key expectation from a recent core banking system change was that their document
creation and management processes would be streamlined, reducing the time and effort involved. While the core banking system change did take place, not all issues were resolved, which has led to ongoing operational strain across the business.

As a result, the company’s infrastructure also faced substantial challenges. The document generation system required frequent updates to accommodate fluctuating legal requirements. For example, the company must send year-end financial statements to customers, resulting in a peak period in January due to the high volume of documents that need to be generated within a short timeframe.

This leads to a considerable maintenance and resources strain on the infrastructure to handle these short-term surges effectively.

Read this customer story to learn more.