Financial institutions every document immediately available
Several financial institutions have implemented DMS Xtendis for digital archiving. In many cases, these are applications that store customer files. These filies contain correspondence, contracts, account statements, as well als ID’s (Know Your Customer). All documents are available with one action. Files can be viewed on every location by various employees at the same time.
Sustainable digital archiving transaction data
In addition to digital archiving for customer files, Expansion has implemented systems for the digital archiving of transactions. This means that all transactions carried out by these organisations are archived fully automatically. The stored transactions must be maintained for at least seven years. Employees can retrieve a specific transaction within seconds, for example to answer customer questions.
A number of financial services companies that successfully use Xtendis: