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Banking Proccessing Automatization and Centralization

10 February 2025

Comprehensive Automation and Centralization of Banking Processes: Document Management, Lending, eArchive, Back Office

💡 What do we offer?

Optimize your business processes with innovative solutions from soft Xpansion, designed specifically for financial institutions! We provide ready-made solutions based on the corporate-class Low-Code/No-Code platform softXspace, ensuring efficiency and ease of use at all levels of your organization.

Our Modules and Solutions:

  • 📑 Electronic Document Management System:
    Manage documents in a single system. Automated processes, digital signatures, and 24/7 access enable efficient handling of incoming/outgoing correspondence, internal regulations, instructions, protocols, and more.

  • 💳 Loan Process Automation:
    Comprehensive automation of retail, SME, and corporate lending processes. Includes data collection, review, and approval of loan applications, contract drafting and signing with individuals or legal entities, loan disbursement, monitoring, and covenant control.

  • ✅ Collegial Bodies:
    Optimize the work of supervisory boards, management boards, and committees. Standardized information presentation, automated meeting preparation, task tracking, and implementation control.

  • 🗂️ e-Archive:
    Centralized document storage provides structured and quick access to customer files. Automated document operations reduce delays and errors.

  • 🏢 Back Office:
    Automate back-office processes: verification, transaction processing, centralized data repository, and real-time document control. Integration with ABS, CRM, client banking, and more ensures seamless synchronization across all systems.

  • 🧩 Flexible Integration:
    Additional modules to connect with ERP, CRM, EOD (e.g., Wczas, M.E.Doc), YouControl, and other services.

Why choose us?

  • 🚀 25+ years of experience in software development and 15+ years of banking solutions implementation.

  • 🚀 Low-Code/No-Code platform with unlimited customization capabilities.

  • 🚀 Ready-made modules: HR automation, corporate portal, procurement, and contract management.

Our clients have already experienced the benefits of digital transformation. Let us help you optimize processes, reduce costs, and increase efficiency. Start working smarter with us today!

Fill out the form and get a free consultation. We’ll help you take the first step toward digital transformation!

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  • Banking Proccessing Automatization and Centralization

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    Streamline your banking operations with soft Xpansion's Low-Code/No-Code solutions. Manage documents, automate lending processes, optimize board meetings, and centralize data storage with eArchive and Back Office modules.

    Read more
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    January, 2025

    Low-Code/No-Code platform for enterprise process automation offering solutions like contract management, document handling, centralized eArchive, B2B collaboration, and integration with CRM, ERP, and other services. Features include automated workflows, template-based document creation, and digital signatures

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Banking Proccessing Automatization and Centralization

February, 2025

Streamline your banking operations with soft Xpansion's Low-Code/No-Code solutions. Manage documents, automate lending processes, optimize board meetings, and centralize data storage with eArchive and Back Office modules.

Read more
eDocument Management on a modern Low-Code/No-Code platform

January, 2025

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Read more
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December, 2024

softXspace365 offers a comprehensive solution for automating business processes within Microsoft 365. Features include a digital workspace, no-code process automation, document management with templates and archiving, task tracking, and seamless integration with tools like DocuSign.

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