We were looking for one solution that would allow us to manage all tasks at the push of a button.
— Beat Egloff
Product Manager of IT
Basler Kantonalbank
Featured Document Sample
BKB Statement
The Basler Kantonalbank (BKB) needed an output management solution for its subsidiary company, Bank Coop, to provide customers with a consolidated overview of all of their assets.
BKB Offers Clients a More Customer-Friendly Experience
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Basler Kantonalbank (BKB) is the bank of the Swiss canton Basel City. A subsidiary of BKB, the Bank Co-op is a retail bank operating throughout Switzerland, consisting of 32 branches and approximately 700 employees. The Bank Co-op offers all essential banking services for both individuals and corporations. The goal of the Bank Co-op is to sustain economic growth, while remaining sensitive to social, ethical, and ecological principles.
The Challenge
Seeking a Single Statement
BKB generated statements that included information on everything from bonds and loans to options and shares. To present a more detailed financial overview, and to meet the affluent banking standards, BKB needed to provide customers with a single statement of assets and liabilities.
Quick and Easy Solution
To facilitate task management at the push of a button, BKB needed an output management solution featuring fast data processing, easy handling, and trouble free integration.
The Solution
All for One, One for All
BKB implemented DOC1 Suite, the all–in–one solution for Customer Communication Management (CCM), consisting of DOC1 Data Flow and DOC1 Designer/Generate/Print. The DOC1 Suite solution provides the intuitive handling and user friendliness that is critical to BKB.
Drag and Drop to Success
With DOC1 Designer’s drag and drop functionality, BKB can easily create the personalized layout of every asset and liability statement. The design component allows BKB to not only define the data structure, but also generate and administer the graphics, images, and address fields.
The Benefit
Fast and Problem Free
BKB’s DOC1 implementation went off without a hitch. The DOC1 Suite was installed on a separate server and successfully integrated into BKB’s existing systems for the data transfer. In less than four months, from start to finish, the implementation was complete.
A New Year Solution
With asset and liability statements due at the end of every year, December 31st is an important date for BKB. DOC1 Suite enables BKB to successfully produce these critical annual statements on-time and error-free.
Tailored to Suit
With DOC1, BKB can now process statements online according to the customer’s specifications — at any time and at any location.
Now that you've read the summary, Download the full case study PDF.