Finance and insurance

Paperless, online interaction between a client and a bank or insurer.

What we do

What we offer

We support the client journey at every step — financial consulting and technology.

Bank document management

Megapolis.DocNet reduces document-processing costs and supports fully electronic document management.

Client interaction

Online requests, SMS campaigns and voice contact with clients.

Insurer automation

Forecasting, accounting, control, reporting and budgeting for insurers.

Contract management

A single contract database with counterparties and control of execution and payments.

Public sector experience Catalogue of procurements and work types
Open catalogue
experience

Scenarios from our practice

Anonymised examples: what held the customer back, what we changed and the outcome. We do not tie them to specific clients due to NDA.

Bank

Paper slowed service

Problem

Contracts and applications were processed on paper and approvals took a long time.

What we did

Deployed banking document management with QES, routing and deadline control.

Result

Processing sped up, application status is transparent and paper flow dropped.

Insurer

Clients had to visit

Problem

Client interaction required an office visit and the processes were manual.

What we did

Set up online interaction and automation of insurance processes without paper.

Result

Clients arrange services online and application processing sped up.

Financial institution

Contracts lived apart

Problem

Contracts were stored across systems and deadline and version control was hard.

What we did

Consolidated contract management into one system with versioning and reminders.

Result

Contracts are under control, deadlines aren't missed and search is instant.

Let’s discuss the task Describe the task, processes and constraints — we’ll propose an approach. Need technical support?
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