For Banks

Customer Service Management

OnBase offers a complete view over the processes that occur within the bank, traceability and complete history. Clients can receive more relevant information regarding their applications and the human error risk is reduced. All the processes can be optimised until perfection, resulting in prompt services, saved resources and happy clients.

A 360-degree view over clients: all their data easy-to-find, and secure.

Paper disappears, it can no longer be lost, it does not have to be stored in folders and cabinets as all the documents are safely in OnBase, easy to find. The user gains a 360-degree view over the clients, their data, documents and interactions. The quality of your services increases, just like customer satisfaction, substantially, while the saved resources are put to better use.

he sees the information

OnBase allows the capture and storage of structured information and documents related to a client in order to automatically manage the processes that require them.

he understands and organises it

OnBase detects the relevant data from the documents which enables him to organise and store them logically, to create keywords with which you can easily find them.

he offers instant access

The bank’s employees gain instant access, simultaneously, whenever and wherever they need, to the information or documents they need through keywords or by finding them in the familiar ‘folders’ interface.

he works with any system

OnBase integrates impeccably with core banking systems. Users can access all the OnBase data directly from their known interface.

he keeps data safe

OnBase stores data intelligently, encrypting it and ensuring that only authorised users can access it, offering 100% GDPR compliance.

he knows what happens to it

OnBase keeps full history and traceability of all the data, documents, forms and processes that have involved it in order to make audits easier and to offer you the control you need.

Automated workflows: Fast, effortless, and error-free

When the processes are intelligently automated, their speed increases while the risk of errors decreases. Each process requires fewer internal resources and, as it is quicker and less prone to errors, increases the quality of your services and the customer satisfaction.

he checks the information

By identifying the relevant information in a document, OnBase can make sure that the documents are complete and correct while notifying the personnel in case corrections are required, simplifying the approval flow.

he deals with the procedures

OnBase automates processes like approval flows. He sends the application, containing all the necessary data and documents to the key users to be read, completed, approved or even electronically signed.

he brings you closer to the customer

OnBase allows clients to apply for opening a relationship with the bank through an external portal. They introduce the relevant data and OnBase places them on the correct flow.

he does everything by the book

An automated workflow means never deviating from the standardised processes, it means full compliance.

electronic signature

OnBase can use qualified electronic signature. This way, the time used for printing, signing and scanning back the signed document is saved.

Visibility and traceability: next-level services

OnBase offers a complete view over the processes that occur within the bank, traceability and history. Clients receive more relevant information regarding their applications and the risk of error is reduced. The processes can be optimised to perfection.

you can see everything

OnBase allows you to monitor every single process, to track the stage in which a certain application is and to create activity reports.

you can respond promptly

Anytime a client wishes to know the stage in which his application is, he can receive an answer on the spot from a bank employee or by checking it himself through an external portal.

he makes sure you’re quick

Bottlenecks can be easily identified and eliminated while documents can no longer be lost.

he knows all he needs

Through its security systems, its traceability and information history, OnBase ensures compliance with all bank norms and procedures, making audits easier and faster.

he helps you optimise

By creating relevant performance reports, OnBase allows you to monitor the performance of your department and to optimise the processes to perfection, for a better customer service and a more efficient way of doing things.

These are just some examples of what he can do.

The possibilities are endless.

Don’t let your guard down. We need professionals like you.

Doru Spac - IT Manager, Leumi Bank
Doru Spac – IT Manager, Leumi Bank

The pleasure, ease and motivation to work with the ‘Matricia people’ cannot be explained, but must be experienced.

Mariela Bucullei, Operations Director - Leumi Bank
Mariela Bucullei, Operations Director – Leumi Bank

OnBase = Everything is possible, just ask.

Daniel Crisan - Finance Manager, Scandia
Daniel Crisan – Finance Manager, Scandia

The Matricia team delivers results of the highest quality through their professionalism and knowledge. They have a deep understanding of business needs and always respect the agreed constraints.

Edouard Chapuis, Infomed Fluids
Edouard Chapuis, Infomed Fluids

Always a pleasure to be next to our best partner that I’ve ever managed.

Guray Turan, Regional Manager - Hyland Software
Guray Turan, Regional Manager – Hyland Software

They are the most knowledgeable partner I know. Definitely one of our best partners in the world. Their technical capabilities on OnBase are outstanding!

Pierre Francois - Sales Solutions Engineer, Hyland Software
Pierre Francois – Sales Solutions Engineer, Hyland Software