Bank Portal
Bank Portal is a modern multipurpose bank whose activity aimed to establish efficient client partnerships and provide company value growth for its shareholders. Meeting society's needs in quality banking services; support of long-term reliable and stable relations with clients; credit support (lending) for medium-sized businesses in the production field
Our team received a request from the Portal Bank with an ask to automate three areas of the bank's work at once: automation of document flow and business processes, electronic document archive, and automation of the supervisory board including the possibility of voting. The implementation of the softXspace line ready-to-use product provided broad integration opportunities and transformed the usual routine work of the bank team into a modern information space in just six months and with minimal costs
Cases
Document management system — Bank Portal
March, 2023
A document management system that automated the processing of outgoing, incoming, internal documents, and orders and minutes as well
Electronic document archive — Bank Portal
March, 2023
With the help of the electronic archive system, there was established systematized electronic storage for the bank documents according to the case nomenclature
Collegial body Portal — Bank Portal
March, 2023
The collegial body Portal was implemented and the additional subsystem for its members’ voting was developed. The electronic system has automated the work of the bank’s supervisory board and established a unified corporate standard of information representation to be able to concentrate on making effective management decisions
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bank-portal.com.ua
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Ukraine
