Manage documents faster, easier and more securely

Eximee's Documents module provides a complete document management solution for business processes. The system automates the creation and processing of documents and provides users with intuitive low-code tools that can be easily customized to meet the unique needs of banks and other institutions.

Document processing in Eximee - process automation and increased customer satisfaction

Modern banking requires efficient document management tools. The Documents module in the Eximee system is a comprehensive solution that automates processes related to the creation and handling of documents. With intuitive low-code features, financial institutions can customize documents to their needs, ensuring security and convenience for both employees and customers.

Convenient and intuitive document handling
in Eximee Documents

Step 1

Filling out the application

Filling out the application
Step 2

Generating the PDF document

Based on the data entered by the customer or data from third party systems, Eximee automatically generates a PDF file.
Step 3

Customizing the application

The banker uses low-code tools to define the document structure and manage its flow.

How does the system work?

Application parameterization

A tool for low-code developers to configure the application, along with a tool for generating test PDF files.

Thanks to the low-code capabilities of Eximee, the application can be easily configured and adapted to the specific requirements of the bank for a given product or service.

Generating a PDF document based on input data

A preview of the application panel from the customer's perspective and a view of the final PDF document generated from the data provided.

Bank customers can submit applications not only for bank products and services, but also for government programs.

Seamless access and omnichannel experience for improved customer satisfaction

The ability to access the application from multiple systems and devices, such as a mobile application, along with an omnichannel approach, improves the overall customer experience.

The design of the application can be customized to match the visual identity of a specific bank or institution, ensuring a consistent customer experience across all devices.

Key features and capabilities of
Eximee Documents

PDF document generating

Eximee Documents enables the automatic generation of PDF documents based on data from processes or applications completed by bank customers. Banks have the ability to design and define the structure of documents using low-code tools, making it easy to tailor documents to specific needs.

Generated documents are WCAG Level 2.2 compliant, ensuring accessibility for people with various disabilities. In addition, the system enables automated submission of generated documents to external systems, significantly streamlining business processes and increasing their efficiency.

Real-time processing

Customers can view generated documents in real time across multiple platforms. They can be accessed via mobile applications, email or web applications. This allows customers to take action on their documents without leaving the secure banking environment, such as a mobile application.

The entire process is designed to ensure consistent service across all channels, from mobile apps to desktop, creating a seamless and hassle-free user experience.

Personalization and integration

The system allows for full customization of the interface, enabling alignment with the bank's branding and visual identity. In addition, with the ability to transfer documents between different IT environments, integration with banking systems is simple and efficient, ensuring smooth processes and flexible handling.

Quick implementation

All the tools needed to create and view documents are natively available in Eximee, eliminating the need for additional software. In addition, the system allows low-code developers to extend document templates, making it easy to customize documents to meet changing needs without the need for advanced coding.

How Eximee Documents
helps banks with customer service?

Improving employee convenience and eliminating errors through automation

Process automation significantly increases employee convenience by eliminating the need for manual document preparation. As a result, employees are freed from repetitive tasks and can focus on customer service.
Automation not only improves efficiency, but also minimizes the risk of error, resulting in higher quality processes and better team outcomes.

Improving security by eliminating manual processing

Automating document creation significantly improves security by eliminating manual processing. Because documents are generated automatically, data cannot be modified during the process, minimizing the risk of unauthorized changes.

In addition, customer data is only used to the extent necessary to create the document, so processing is kept to an absolute minimum, further ensuring protection.

Enhancing customer satisfaction

Fast and seamless access to documents improves customer satisfaction. Process automation makes documents available immediately, eliminating long waiting times. This not only increases customer satisfaction with the bank's services, but also builds customer loyalty.

Step 1

Discovery meeting
We discuss the current state of your processes, digitization and automation capabilities, and possible solutions.

Step 2

Analysis
Together we choose the process to digitize and develop a plan.

Step 3

MVP & Evaluation
We develop and implement the application, evaluate the results, and decide which processes to digitize next.

Streamline your bank’s
document workflow!

Want to know how Eximee can streamline your bank's document workflow?
Contact us to learn all the possibilities of this solution!
Book a meeting