Cordys E-Safe

Saving Important Documents Online.

The distribution and importance of paper has decreased in the online era. But original documents still play an important role. So does financial advice. Using Cordys E-Safe, banks and insurance companies combine paper with the online world. The online document safe securely stores copies of ID cards, contracts or references that can be called up from anywhere. E-Safe supports all communication channels, includes comfortable role and rights administration, encrypts and signs the documents and also allows them to be integrated easily into existing portals. This allows customers to transmit their documents in all imaginable formats, securely and electronically. If the customer has uploaded a contract safely into the E-Safe, his financial advisor can view and check the data and make him new, improved and/or additional offers based on this information. The result is a higher level of collaboration between customer and advisor. This way, financial services providers strengthen the relationship with their customers and achieve new up-selling and cross-selling possibilities through the fundamental processes. Financial services providers can offer their customers true added value and can differentiate themselves from the competition.


Functions:

  • Processes document formats such as DOC, PDF, TIF, JPG
  • Supports document classes such as EC cards, credit cards, SIM cards and online account
  • Central administration
  • Customer-specific storage structures
  • Layout can be adjusted through CSS, XLS/HTM and Ajax
  • Completely web-based, compatible with all browsers
  • Patented fax upload
  • Integrated with Cordys E-Statements
  • Supports database encryption (PGP), log-in via PIN or chip card
  • Based on Java (J2EE) technology
  • Platform-independent and therefore future-proof
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