Financial Sector

Centralization and optimization of custody

A financial institution with more than 1,100 offices spread across the country needed to minimize office file space, maintaining access to documentation quickly and reliably. Until then, offices required significant file space in addition to significant investment in security and integrity measures to ensure regulatory compliance.
The challenge

Efficiency and better documentary experience

Outsource most of the documentation, ensuring conservation, security and integrity measures, while maintaining access to it by the entity's more than 5,000 employees.

What did we do

Typology analysis and safe transfer to custody

We carry out an analytical consultancy to identify the different types of documents, establishing a homogeneous documentary map for the entire entity. In turn, advising on the development of unified internal processes.

We also integrate our Document Management Web Application into the structure of the entity, providing access to all users. With this, they can access the different functionalities offered by the tool (queries, registration, inventories... etc.), maintaining maximum security, traceability and internal policies of restrictions and access limitations.

The result

Space optimization, more productive time

The resulting documentary map has provided the entity with a global vision of the documentary fund and a logical order to unify homogeneous criteria for all branches. Thanks to the team of experts, advice is provided at all times on regulatory changes in order to implement them

The outsourcing of documentation has significantly reduced the required office space. This, together with the improvement in accessibility to documentation, has resulted in significant savings in both space and employee time.

Finally, we have maximized the consultation in digital format, thus avoiding the manipulation, transfer and wear and tear of documentation.

100%
Documentary traceability
x2
Quickly
70%
of cost savings

You may be interested

Do you want to be more productive in the new era of AI?

Contact us