Financial Services
Xenos provides data and document solutions for ECM systems access, consolidation and secure eStatement presentment, enabling regulatory compliance and real-time mortgage approvals.
Banque et Caisse d'Epargne de l'Etat (BCEE)
Problem: Migrate all archived documents from an existing legacy Report Management system to a modern ECM solution.
Xenos Solution: Transforms, repurposes and migrates all reports, while building indexes based on complex business rules. Migrates documents from EiStream COLD repository to IRIS RM5 Document Management system based on EMC Documentum.
Xenos Product: Xenos d2e Vision
Benefit: Flexible ECM system for web, documents, digital assets, collaborative content and fixed content. Reduces costs.
St. James's Place
Problem: Improve customer service to the high net worth clients of this major UK financial wealth management company by creating personalised branded customer correspondence. Eliminate the printing and mailing of monthly turnover statements to 1,300 Wealth Advisors.
Xenos Solution: Create high volume, personalised branded customer communications with Document Sciences’ xPression® document composition software suite. Present turnover statements for online presentment with Xenos infoWEB.
Xenos Products: Document Sciences’ xPression® implemented by Xenos. Xenos infoWEB.
Benefit: Increases the value to the client by presenting client information with a highly readable graphical design. Eliminates the high annual cost of printing and mailing monthly statements to Wealth Advisors, while improving service. Enables Wealth Advisors to export statement information to use in their own reports.