Empowering Financial Institutions with Enterprise Content Management Systems

Texter Blue’s Texport, can help financial services to automate document management through enterprise content management systems, to improve their productivity and profits.

Digital transformation is rocketing all over Financial Institutions. Mobile banking and AI-powered customer service are two great solutions for banking services. Aside this, content management is still a pain point for these companies.   

Financial services are handling a great load of transactions that require document processing, and most of these documents contain sensitive information. Thus, security and efficiency are two main concerns for both decision-makers and customers.

We believe that big data handling requires tailored made solutions! Financial services need ai-powered systems that efficiently digitalizes, categorizes, stores and keep documents safe and available when needed.

How exactly do Financial Services Companies benefit from ECM Systems?

How exactly do Financial Services Companies benefit from ECM Systems?

The paperwork that financial institutions handle daily is crucial to their operations. Every day, people and companies sign-up credit cards, make loan requests, invest their founds, open savings accounts… and every single one of these operations require documents, signatures and contracts.

Handling all these documents can be a pain for the institution’s productivity, and consequently, to its profits! These companies urgently need systems that have a direct and positive impact and create efficient workflows. Modern ECM systems are here to pull financial institutions out of their sea of paper, safely!

Categorized, available and secure Paperwork!

Categorized, available and secure Paperwork!

Regardless the type of financial institution, documents flow through every department. It is critical that these documents are organized and easily trackable by employees. AI-powered ECM Systems capture the essential information, process it, and use it to categorize the document and make it available when needed.

Therefore, when the employees need certain information when handling a client, they can be prepared and attend the customer needs way faster and more accurately. This makes a huge difference in your customer satisfaction and overall productivity.

Automated processes and documents

Automated processes and documents

This is where it gets interesting. The more documents do the business handle, the more manual taskforce it needs. This is taking away crucial time for employees to shine and give their best. Having an AI-powered ECM Systems in Financial institutions will automate these tasks, therefore making a positive impact in employees wellness and productivity.

Modern ECM Systems can also retrieve the right documents for the right people at the right time. Going even deeper, it can identify incoherent information by crossing documents and even alert employees for when they need attention.


Ensuring Data Security!

Ensuring Data Security!

Data was never more valuable than nowadays, and there were never so many concerns about its security. Modern ECM systems are extremely safe and can also detect sensitive information and automatically hide it.

The access to documents can also be restricted to employees and departments and be constantly monitored. There is no safest way to handle your data!

As you can see, every Financial Institution, regardless its size, needs to implement modern AI-powered ECM Systems to keep on satisfying customers and the employees needs. These two combined are key to have a profitable business!

Of course, transitioning to these systems can be quite challenging. That is why Texter Blue is here for you!

Texport – A simple solution for Financial Institutions to start managing information wisely!

Texport – A simple solution for Financial Institutions to start managing information wisely!

Financial institutions need a clever digital transformation and to change the way their employees manage their clients and attend their needs?! We make it easy, by consolidating and enriching data (tagging, categorising, auto-classifing and applying AI).

The next level of content management is here and Texport is the best ally. A simple system that provides you with the opportunity to implement an intelligent digital transformation for finance companies. Texter Blue’s Texport provides:

  • A full support – Supports content, metadata, relationships, permissions, versions, tags, categories, sites-memberships, and all other repository node relations from a source Alfresco repository to any target Alfresco instance.
  • Optimization – Multi-threaded tool that leverages low level OS and cloud resources via its close relation with Python, as such it is fully optimized for export/import throughput, ingestion rates of up to 2800 nodes/sec.
  • A Native S3 support – Native S3 support allowing full repository bidirectional transfer from a normal fileContentStore into an S3ContentStore.

If you want to learn more about this solution, you can check here the product page or/and download the Texport Datasheet above. Any doubts feel free to contact us!

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Learn more about our solutions…

Texport – Alfresco Exports & Imports

Introducing a new mindset for upgrades and content transfer, we’ve developed a solution that exports and imports at object level supporting all Alfresco object types and it carries the symbology of true export.

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TML – Texter Machine Learning

Your content and data are the foundation upon which your business operates and critical decisions are made. Recents advancements in AI in areas such as image and natural language processing have enabled a whole new level of automatic extraction of information and data analysis that power the automation of key business processes not possible until now.

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Our Experience

Texter Blue was born by the merge of 2 companies, bringing together experience building machine learning and computer vision software since 2010. We work within a specialised partners network, allowing us to grow our workforce on demand, and deliver enterprise-grade software while creating a wonderful customer experience.

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We’re focused on customer’s satisfaction by creating a simple and wonderful customer service. We put passion, commitment and love on everything we do, and it just works.