PLATFORM FOR FINANCIAL & BANKING

An Intelligent platform for transforming data into insight. Start using your metrics and data across the organisation to optimise your business for providing clients and customers with better service and results. WorkPoint provides a unique overview of all contracts, correspondence, customers, business processes so financial and banking institutions are able to provide knowledge-sharing across departments and organisational branches on a secure and compliant platform.

INTRODUCTION TO WORKPOINT

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AN ADVANCED CLOUD FOUNDATION FOR FINANCIAL AND BANKING

Based on SharePoint Online and Office 365, WorkPoint offers a cloud-based platform that enhances business-critical processes for the management of projects, cases, contracts, customers, emails. This ensures a complete overview of important data and tasks, ensuring that the organisations' performance and service level are always consistent.

WorkPoint Ensures:

  • Overview of data and metrics
  • History and correspondence on all customers
  • Quality and optimations of processes
  • User-friendly and flexible platform
  • An efficient tool for enhancing customer service and performance

DIGITAL TRANSFORMATION IN FINANCIAL AND BANKING INSTITUTIONS

New digitalized business models are making their way through the financial and banking sectors. As digital transformation has become a vital element in transitioning to new and improved processes for managing areas as data, information and knowledge within these industries.

With Microsoft cloud technology providing innovative platforms as SharePoint Online and Office 365, financial and banking institutions can operate within an agile environment which can easily adapt to highly-regulated sectors. This allows the sectors to deliver new and unique services that can recreate the digital experience for employees and improve the customer model across all business areas.

WORKPOINT AS THE DIGITAL CENTERPIECE

By using WorkPoint as the central cockpit for managing data and information, knowledge-sharing becomes an integrated part of the daily activities. WorkPoint enables a secure and modern workplace, where employees, teams and department can work in collaboration on projects, cases, contracts and customers and start sharing data in a safe manner that can comply with the required standards.

WorkPoint’s high degree of governance applies to the advanced business models within the financial and banking sectors. Based on SharePoint Online, the platform offers a uniform solution making it possible to create relations between business modules that can inherit and aggregate data. This allows organisations to structure automated processes for underlying data, which secures a high degree of data discipline, while also being able to quickly find and retrieve the required data on individual customers, projects and cases.

Combined with WorkPoint Express and WorkPoint Email Manager, users are provided with great usability as they navigate among SharePoint Online folders on their Office 365 platform. Allowing them to share, save and find all relevant information directly from everyday Office 365 programs such as Word, Excel, PowerPoint and Outlook.

RETHINK PROCESSES TO ACHIEVE GOALS

WorkPoint allows financial and banking institutions to start rethinking their processes for managing customers experiences, as well as providing employees with easy adaptive and user-friendly systems. Financial and banking institutions are heavily-reliant on using data for analyzing market trends, customer behavior and more.

With WorkPoint 365 software as the core, you get an instant overview over unique data from specified business processes that transforms data into a much more integrated strategic tool. This function streamlines cross-organisational activities and optimises processes regarding to risk analysis and quality assurance, building a flexible and secure access point for enhancing customer experiences and employee adaptation.

SMART DATA MANAGEMENT FOR ICELANDIC BANK

Platform for automation and systematisation of standard processes regarding business-critical data for a larger Icelandic Bank