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Clients’ Dossier and Operations

A system for business processes automation of managing client cases and operations and structured storing documents. The product perfectly fits banks and financial companies, that need to systematically manage client information, documents, operations, etc.

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Management of client cases and operations

The product gives you the ability to effectively manage and structure store the client documents such as financial, legal, credit, accountant, business, etc.

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  • Coordination of plans and budgets

    Coordination of plans and budgets

    Automate processes of needs determination, planning, and making the annual procurement plans. Establish and approve the procurement budgets both for separate teams and divisions and within the whole company. Thus, each responsible employee will be able to approve and monitor plans and procurement budgets in a standardized form. Give your employees the possibility to effectively establish both routine and large-scale purchases within the whole company, including regionally distributed divisions

  • Procurement requests management

    Procurement requests management

    Responsible persons will be able to easily and quickly create and approve procurement requests, providing the procedure, terms, volumes, procurement site, etc. While conducting a procurement, employees will have the possibility to gather and analyze participants' proposals with a further determination of the winner by a typical procedure or by voting, for example, of the tender committee

  • Contracts and supplies

    Contracts and supplies

    Manage purchase contracts with suppliers and partners through all their lifecycle starting from creation, approval, and signing with the digital signature (QES) to the obligations monitoring, prolongation, and storage. The product will allow you to make a registry of contracts and related documents (additional agreements, specifications, acts, invoices, etc.)

  • Counterparty registry

    Counterparty registry

    Make your registry of reliable and proven suppliers, with complete information about each of your counterparties such as their founding documents, contacts, details, and cooperation history. In addition, you will be able to establish processes of counterparty accreditation within the company or have the possibility to add some companies to the blacklist

  • Procurement registry

    Procurement registry

    Manage your company’s procurements with the help of the consolidated registry of all closed, active, and future purchases. After each procurement procedure ends, all information and documents are reliably and safely stored for further analysis

  • Procurement calendar

    Procurement calendar

    Due to the convenient procurement calendar, you will be able to effectively plan your activities within the year, and also plan future period budgets. The calendar also will not let you forget about important dates and deadlines

Why does the softXspace Client Archive?

  • Time and resources saving

    The product allows you to automate the necessary business processes complex, that leads to a significant reduction in document processing and saving time, a reduction of up to 60% in operating losses, a 30% reduction in administrative expenses, and a reduction of financial risks due to delays. The time for approval and signing of documents is reduced from 2-3 weeks to 1 hour. The softXspace platform allows you to implement it on a completely free stack of server products (OS, DB, application server, and development tools). This will provide a low cost of system ownership and extremely low overheads for connecting new users

  • Reliable and safe 24/7 access

    The product provides reliable document storage in the cloud, avoids data leaks, and provides users secure access at any convenient time. You will be able to have full access to files 24/7 and work from anywhere and at any time, including the ability to teamwork and document online editing, that assists comfortable remote employees operations and interaction simplification of employees from different divisions

  • Standardization and control

    Due to the standardized processes of working procedures, you can minimize mistakes while one or another business process. Configure standard approval routes, work with typical document templates, that have passed a legal examination, and provide compliance with storing regulations and all approved procedures. Be assured that documents have passed all required approval and signing stages

Connect integrations

  • softXspace platform

    softXspace platform

    With the help of the softXspace platform capabilities, you can transform your everyday routine work, automate processes and create a modern information space in a short time with minimal costs. Our Low Code tools for the personal development of business processes without programming will allow you to quickly build individual forms, cards, and many more

  • softXspace product line

    softXspace product line

    You can quickly integrate our ready-to-go products with a document workflow system, contract automation, procurement management, etc. Powerful open API (REST, SOAP, a full-fledged CMIS standard implementation) allows you a rapid integration of the product into the company information space

  • Third-party systems

    Third-party systems

    Establish a unified integrated IT infrastructure due to the ability to combine the product with third-party systems: ERP, ECM, DMS, internal portals, The ability to integrate with acounting systems and CRM (Dynamics 365, SAP, Salesforce), automated banking systems, or other systems that support integration abilities

Our clients

Piraeus Bank | Case Studies | soft Xpansion
Piraeus Bank

The largest Greek bank and the company in the country

Globus Bank | Case Studies | soft Xpansion
Globus Bank

Ukrainian Commercial Bank

Raiffeisen Bank | Case Studies | soft Xpansion
Raiffeisen Bank

One of the leaders in the banking system of Ukraine

UKRSIBBANK | Case Studies | soft Xpansion
UKRSIBBANK

Ranks second in the TOP-20 most reliable banks in Ukraine

ProCredit Bank | Case Studies | soft Xpansion
ProCredit Bank

Part of the Procredit Holding AG group of companies (Germany)

ING Bank | Case Studies | soft Xpansion
ING Bank

Among top 3 banks servicing international clients in Ukraine

Nurbank | Case Studies | soft Xpansion
Nurbank

One of the leading banks in the Republic of Kazakhstan

Pivdenny Bank | Case Studies | soft Xpansion
Pivdenny Bank

One of the largest commercial banks with Ukrainian capital operating on the domestic financial market

Bank Portal | Case Studies | soft Xpansion
Bank Portal

Modern universal bank

Dongorbank | Case Studies | soft Xpansion
Dongorbank

Ukrainian Commercial Bank

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What’s new?

  • Process Automation and Document Management in Microsoft 365: 1-Wk Implementation

    August, 2025

    Discover how softXspace365 automates workflows and document management in Microsoft 365. Fast deployment, no-code setup, digital signatures, analytics, and more — all inside Teams and SharePoint

    Read more

  • Streamlining Contract Management with Low-Code Solutions

    March, 2025

    In this article, we examine how low-code solutions can transform contract management, how to implement workflow automation and the benefits of adopting these tools to increase productivity and reduce errors.

    Read more
  • How Novus Automated Contract Management: Results of the First Phase

    How Novus Automated Contract Management: Results of the First Phase

    March, 2025

    Novus, one of the largest supermarket chains in Ukraine, chose the Low-Code/No-Code platform softXspace to comprehensively automate its contract management processes.

    Read more

Process Automation and Document Management in Microsoft 365: 1-Wk Implementation

August, 2025

Discover how softXspace365 automates workflows and document management in Microsoft 365. Fast deployment, no-code setup, digital signatures, analytics, and more — all inside Teams and SharePoint

Read more

Streamlining Contract Management with Low-Code Solutions

March, 2025

In this article, we examine how low-code solutions can transform contract management, how to implement workflow automation and the benefits of adopting these tools to increase productivity and reduce errors.

Read more
How Novus Automated Contract Management: Results of the First Phase

How Novus Automated Contract Management: Results of the First Phase

March, 2025

Novus, one of the largest supermarket chains in Ukraine, chose the Low-Code/No-Code platform softXspace to comprehensively automate its contract management processes.

Read more

soft Xpansion is an international company with more than 25 years of experience in the development and implementation of software products

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