Bank secrecy is one of the most important principles of credit institution operations. Financial data, investments and customer information must be secured in banking and insurance matters.
Banks have a duty to identify and know their customers. Customers’ identity has to be identified in a secure way and banks have to be able to show authorities afterwards how the identification was done. Banks also have to be able to inform their customers on what basis the data is gathered and customers have the right to check the gathered information.
Confidential information in finance and insurance can be for example:
In finance and insurance sector it’s very essential that confidential data doesn’t leak out of the company. Customers are expecting to receive quick service and in intense competition customers’ demands have to be met. Communication with encrypted e-mail accelerates the bank and insurance services considerably when, for example, communication related to tenders can be handled quickly and efficiently outside the bank’s opening hours. Encrypted e-mail can be opened without registration with just one click at its simplest. In cases where it’s important to identify the recipient, strong electronic authentication can be utilized. Data leaks in e-mail communication can also be prevented with automation.
Contacts and requests for quotes from new potential customers can be easily managed with the use of electronic forms. The information comes in a structured format and can be integrated in to systems in use. Requirements for additional information decreases by using mandatory fields and dynamic forms as the shown questions are formed based on responses given by the user. It’s also possible to ask for attachments, for example, related to loan application.
Conversation and file sharing, especially with partners and business clients, can be done safely in an electronic workspace. Creating a room is easy for customer-specific communication and rooms can be created for various groups.
Companies constantly face situations where files with company’s critical, confidential, information must also be shared outside the company: to board members, consultants or, for example, to network of subcontractors. Internal tools may be functional, but they rarely bend to be used between different organizations.
Especially the public sector uses a lot of so-called electronic forms which in reality are only files on a website that customer has to fill, print and sign by hand and then return by post. In practice, this is not electronic service and hardly supports online customer service.
Have you ever thought that the signing process can take days or even weeks in worst cases? Documents are sent between several recipients as the signatures are still handled in a traditional way. Electronic signature solution enables quick and easy way to sign documents regardless of where the parties are.
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