Banking
Solutions.

The client is a bank offering private banking services to high net worth clients, such as providing investment advice, investment management, and securities trading management.

The bank holds a general banking license that allows it to carry out banking activities with and to Central America.

Banking
Solutions.

The client is a bank offering private banking services to high net worth clients, such as providing investment advice, investment management, and securities trading management.

The bank holds a general banking license that allows it to carry out banking activities with and to Central America.

The Challenge.

The client considered how to replace the manual production of the documents that it had used for preparing the annual portfolio statements for the bank’s customers.

Composedoc provided the bank with a solution for producing financial documents and statements for customers using unstructured data output from the mainframe computer. The system showed how Composedoc could deliver the flexibility and speed required by the bank in order to provide its private banking clients with the necessary personal correspondence.

The system generates around 600,000 personal documents per month.

The Solution.

The bank enjoys the following benefits and advantages in using Composedoc’ system:

  • The simple workflow (end to end) has made the production and distribution of personal documents simple and easy.

  • The system provided the bank with a unique solution for the production and distribution of business documents over multiple media channels.

  • High performance system

  • Shortened time-to-market

  • High ROI through efficiency, effectiveness and business value.

Results.

From two weeks to three days: reducing the turnaround time by 80%.

Thanks to the Composedoc system, the bank’s customer relations service has undergone a significant transformation, enabling creative and highly-formatted correspondence with the customer within a shorter timeframe. In addition to the assistance in creating a management system, this represents a flexible and customized market response. With Composedoc the turnaround time for generating most customer correspondence was reduced by about 80%. Annual portfolio statements, including formatting and generating financial diagrams, used to take two weeks and now take only 3 days!

Our
Products.

 skills . knowledge . experience .

Composedoc is a well-established and advanced software company that provides advanced software solutions, enabling its customers to transform their data assets into valuable business documents incorporating in it customized marketing messages.

Technology

Composedoc technology can easily generates personal and marketing documents such as letters to customers, bills, periodic reports and more. Business information and documents are delivered to end users, customers and business partners via multiple electronic distribution channels, thereby representing a major saving in resources, high ROI and faster time-to-market for companies and organizations.

Digital and Online forms
Accessibility of PDF documents.
Document Composition and Output Management
Our
Products.

 skills . knowledge . experience .

Composedoc is a well-established and advanced software company that provides advanced software solutions, enabling its customers to transform their data assets into valuable business documents incorporating in it customized marketing messages.

Technology

Composedoc technology can easily generates personal and marketing documents such as letters to customers, bills, periodic reports and more. Business information and documents are delivered to end users, customers and business partners via multiple electronic distribution channels, thereby representing a major saving in resources, high ROI and faster time-to-market for companies and organizations.

The Composedoc system is also a platform for producing digital online forms, generating interactive forms and digital signatures on documents.

Digital and Online forms
Accessibility of PDF documents.
Document Composition and Output Management