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Banking and Financial Services

RSD Global Content Management Solutions (GCMS) allows financial companies to manage and integrate all enterprise content into a single repository, regardless of the source or format, that can be accessed easily by authorized users or distributed through any number of delivery channels.

 

The challenge

In today’s competitive environment, banks and brokerages need to lower costs by more efficiently managing their business and better servicing their agents and customers in a industry that needs to assure compliance to all regulatory requirements. The ability to manage large volumes of documents produced, and to easily find the documents in a timely manner, is critical to managing customer and partner relationships.

Major financial firms also realize the significant business value and revenue inherent in the analysis and sharing of these business documents. Today’s corporations are looking to implement ECM solutions for document management, however the requirements in many cases extend to documents and reports that are produced on application platforms. In most cases transactional reports provide business critical information for areas such as sales, financial reporting, HR and others. Page-based reports contain documents that are usually sent out to external customers or partners or need to be viewed internally as part of a Call Center or Support Staff process.

RSD solution for Banking and Finance

The Global Content Management Solution has been implemented by top financial institutions both domestically and internationally to streamline operations and to support business processes. RSD’s ability to capture, manage, distribute and store large volumes of documents, reports and images in a single Enterprise Content Archive, from any platform and in any format, has helped these companies save millions of dollars per year.
RSD offering for Banking and Financial Services provides access to all stored documents, in a secure manner, through a desktop client or through a thin browser client. Additionally, RSD’s open architecture using Java API, Web Services or an integrated development tool allows financial institutions to develop their own Intranet, Extranet and Portal applications.

Some of the applications that have already been addressed are:

• Provide a competitive edge to sales and branch personnel by developing, through RSD’s open architecture, customized Internet applications that provide access to all required documents, images and transactional reports related to branch activity
• Increase customer satisfaction by providing a personalized view of their statements through an Extranet or Portal, whilst at the same time ensuring the integration of required business and security access rules
• Offer enhanced customer support by providing Call Center staff with a single point of access for all documents related to a customer or institution
• Streamline business processes and workflow
• Analyze business reports to identify critical business information, exceptions, fraud and trends by querying across multiple reports and dates, with the ability to export the results to MS Excel
• Automate the distribution of documents by  e-mail, fax or to a printer
• Provide high volume imaging capabilities for new incoming documents and stored
  materials
• Satisfy compliance requirements
• Implement enterprise-wide print management solutions for organizations that have complex report distribution requirements

From architecture agility to business growth

RSD clients include some of the most prestigious financial institutions worldwide. These industry leaders support terabytes of stored documents and thousands of users both internally, and externally through portals. RSD Global Content Management Solution not only offers Banking and Financial Services the functionality, scalability, compliancy and cost effectiveness to realize a solid ROI, but also the open architecture that allows corporations to build specific desktop and portal applications that provide them with a competitive edge.