依靠 DocuWare
公司规模
Mid-size Company
地区
- Europe
国家
- United Kingdom
产品
- DocuWare
技术栈
- Windows network
- GLOBUS
- Optic
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 平台即服务 (PaaS) - 数据管理平台
用例
- 监管合规监控
- 远程资产管理
服务
- 系统集成
关于客户
巴特菲尔德私人银行是巴特菲尔德银行集团的一部分，该集团是一家提供全方位服务的社区银行，也是为全球高净值个人 (HNWI) 提供专业离岸金融服务的银行。该银行总部位于百慕大，成立于 1858 年，是该岛的第一家银行。其业务遍及巴哈马、巴巴多斯、加拿大、开曼群岛、根西岛、瑞士和英国，并拥有其他子公司。该集团为全球客户提供私人银行、资产管理和个人信托服务。该银行的理念是保留真正个性化和高性价比私人银行服务的所有传统价值，同时将其与速度、效率和灵活性相结合。
挑战
巴特菲尔德私人银行是巴特菲尔德银行集团的一部分，每天都要处理大量的文书工作，这给银行带来了巨大的挑战。银行正在寻找一种解决方案来减少文书工作并节省纸张和存储成本。此外，银行还需要满足政府法规和《数据保护法》的要求。银行的业务分为三个主要领域：高净值个人 (HNWI) 的个人银行业务、银行和公司账户以及投资组合。因此，每个客户都需要保留一个主文件，而当文件被送往各个部门进行归档时，每个人还需要保留许多其他文件。收集的有关这些个人的信息是跨部门的，这导致归档系统复杂且纸张繁重。英国政府法规要求将交易记录保存 7 年，这增加了文书工作量。
解决方案
该银行实施了文档管理系统 DocuWare，以处理其内部文件和特定类型的文件，如授权书、支票和银行对账单副本。该解决方案最初于 2005 年第二季度推出，用于处理内部文件，到 2006 年底至 2007 年初，Butterfield Private Bank UK 致力于将所有运营数据存储在 DocuWare 上。到 2007 年第三季度，记录部门开始在三个月内逐步添加所有尽职调查信息、客户授权书、直接借记订单、常备订单和 KYC（了解你的客户）信息。从那时起，每天都有 110 多名员工使用 DocuWare。文档存储过程从简单的收发信函发展到所有类型的银行和投资交易。每天大约存储 300 到 500 份文件，相当于每天存储数千张纸。
运营影响
数量效益
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