Access Partner Portal
Objective
The objective was to facilitate the work of account executives - who receive new customer opening forms both in the branch and on the street - customer service offices, and credit and collections departments.
Solution
Kodak Alaris designed a strategy that included the recommendation of the appropriate equipment and where to locate it.
The organization acquired 1900 i940 scanners, which are used to collect, manage and distribute information simply and easily, without leaving the desk. In addition, they are characterized by transferring valuable information from paper to the workflow quickly and intuitively.
In terms of their location, it was decided that the equipment should be on the information input lines, because in general it is the customers who submit the most documents to the bank.
Results
The benefits obtained by the institution were as follows:
- Improved customer service
- Efficient incorporation of information
- Optimization of office space
Improved customer service, which is now faster and more personalized. Not only were times optimized, but also higher quality and accuracy in the data provided was obtained. Likewise, the tools offered by Kodak Alaris allowed the incorporation of the processed information into the banking system, which helped to make the response time to the customer more efficient.
Optimization of office space was achieved by incorporating the i940 models, which are the smallest and most compact, taking up little space on desks.
Being USB-powered, they allow for practicality when digitizing from any location, thus standardizing the equipment in all branches in Latin America.
The software that comes with the installed i940 devices was an excellent choice for the bank because it supports office documents, identification documents and credit cards. At the same time, both the software and the drivers for Smart Touch allow up to nine different tasks to be performed at the touch of a button. They can be used to create PDF documents, attach documents to emails or send them to cloud services.
Expansion to a large part of Latin America
On discovering all the operational advantages and experiencing good results during the implementation period, the bank decided to expand this digitization process to a large part of Latin America.
