Both businesses and consumers alike expect digital experiences from their banks that rival those of retailers and other goods and services providers. Even corporate customers are demanding more efficient operations, greater connectivity, and faster delivery of innovative products.


Most analysts suggest that banks focus on customer experience by developing sophisticated self-service features that use complex data analytics and cloud-based solutions. An API-driven platform or hub will help clients embrace opportunities emerging through transparent connectivity to all aspects of the banks many departments and offerings.


Financial services organizations that use intelligent technologies to solve and even anticipate complex problems have realized a 20% savings in capital expenditures and a 20% decline in customer churn.

What Are the Most Important Issues in Financial Services Today?

Financial Services – banks, credit unions, investment firms, hedge funds, lending organizations (student loans, mortgage brokers, personal finance advisers) – are subject to a complex regulatory environment and a ultra-competitive consumer landscape, but now have the tools to build 1:1 relationships with customers by understanding their unique needs and delivering them the right solutions at the right time.

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Customer Experience

Integrate the Customer Experience (CX)

Banks should focus on integrated interactions – after all, there is no point in having great customer experiences that only happen in complete isolation from a customers’ account history.

For a great CX, interactions need to be both real-time and contextual for a particular customer’s history.

Do you have what it takes?
Compart can help ensure that you do, ask us


Legacy IT and DX

Legacy IT and DX

Finding ways to allow external applications to interact with legacy mainframe systems becomes a very powerful part of the CX strategy.

Giving external systems the ability to gain a real time view of customer transactions, integrations and products used is immensely valuable.

In an industry where legacy systems are basically sacrosanct and untouchable, modernization must happen at the customer interaction level but reach deep down into the core banking system using APIs and connective technology.

Clean APIs

The Value of Clean APIs

Secure data sharing through the use of APIs in banking is growing, especially in Europe and the US, in part spurred by initiatives or regulations (such as GDPR).

Open Banking

Open Banking is here now

There is no longer time for banks to contemplate go or no-go. It's not just about regulatory compliance. It's about survival.

Open Banking – defined as a banking network that fosters secure data sharing – gives customers new digital touch points with which to access their financial information and creates new value streams for the organization, partners and customers.

Containers, distributed connectivity, and Open APIs based on a micro services architecture create agility.

Choosing the right solution is critical. Cloud-native applications must be connected together and run across multi-cloud infrastructures in an automated fashion.

Corporate Banking

Corporate Banking

Corporate clients want real-time visibility into each day’s financial transactions by their banks in order to make more informed cash-management decisions.

Banks need to meet the needs of their digitally engaged clientele. However, creating a digital experience requires more than simply making legacy processes available online.

Technology built on advanced, next-generation IT must integrate with legacy systems that very likely date back to the 1990s or even 1980s.


Threats and Opportunities from FinTech

Citigroup has created a digital-only bank. Chase launched Finn. Citizens Financial Group has created Citizens Access.

The digital-only bank is no longer the province of FinTechs. Options for escaping the confines of brick and mortar banking is available to consumers from their existing banks thanks to advances in integrated technology and the creation of new online banking environments.

It's that Easy to Solve Industry-specific Challenges and Take Advantage of them

Convenience, Agility and Personalization (CAP)

According to Capgemini, customers seek ease of use, personalized contact and a company that can keep up with their specific needs. Or, as they put it, Convenience, Agility and Personalization (CAP).

Clean APIs connect digital and legacy processes, front and back office technology and brands to agents to customers.

Digital First Approach

The first priority for traditional banks should be to stimulate a culture of innovation and to have a” digital first” approach.

Customers and employees need to be able to interact in real-time through digital channels.

Compare Documents

In the omnichannel world, Quality Assurance solutions need to compare documents that are to be rendered in every channel: print, mobile, web, social…in order to comply with state by state regulations.

Don’t leave your document quality to chance. Reap the benefits of an automated quality assurance. We can show you how.

Automated Document Checking

Implementing Tests

You need to be able to test for both intended and unintended changes, even exposing issues not clearly visible but potentially problematic…down to the pixel level. Since you don’t make a cent by complying with regulations, QA needs to be fast so you can get back to business.

Centralized Document Output

Document creators can send their customer communication directly from their PC to a centralized production print center or Archive. Empower your agents in the field. Save time and money—and your brand equity.

Omnichannel Now

A majority of banks are still working their way up to omnichannel, according to Aite Group. Many are focused on developing digital tools customer for education, marketing and claims management.

Struggling organizations often cite the challenge of legacy systems not directly linked to their online applications and need to bridge the gap between the old, print-centric world and the new, omni-channel world of document output processing. How can Compart software solutions help your omnichannel communication initiative?

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Application Scenarios

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Powerful Software Replaces Manual Processes


With a large volume of data and a relatively small team, this insurance company relies on powerful software for digitization, optimization and standardization of of core communication processes. The company expects to be fully converted from paper to digital by 2020.


Automate the handling of statements for optimal printing, record-keeping and archiving. Compart DocBridge® enables the automated analysis, sort, merge, stack and process. If the document is to be e-mailed, the system validates the name and the mailing address. Only then is electronic delivery considered secure..

  • Analyze all documents and prepare them automatically for both electronic and/or physical mailing
  • Eliminate human errors
  • Significant cost savings through optimizing postal discounts
  • Eliminate manual processes, saving the team 2 working days

Speed Matters


Approximately 10,000 employees access more than 200 million policies, damage reports, and letters, etc. for processing. A critical factor for the enterprise is processing speed.


To safeguard against delays or failures, the insurance group built its Document Management system using DocBridge® Mill Plus for powerful conversion of high-volume files from any format to any format on the fly.

  • One of the strengths of DocBridge® Mill Plus is the ability to handle high-volume files easily, which in turn ensures speedy and uncomplicated access.


Reduces Costs

As budgets are generally a constraint in IT and elsewhere, it makes sense to reduce the cost of every single transaction. Transforming documents in batches is efficient as well as effective.

Integrate legacy with the New

Don't throw the baby out with the bathwater. APIs help to integrate the latest technology with legacy systems as you phase out the latter over time.

Enables personal and proactive responses to customer needs

The role of technology is to imitate and extend human dynamics with machines and devices. AI and robotics are rapidly developing and our technology complements their efficiency.

Provides a sharp competitive advantage

At the end of the day, what separates one provider from another is not product or even price, but rather the customer experience.


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