Banking industry manages processes with software

Some banks still document tasks and targets on paper or by email. This impairs process quality and leads to a loss of information. Without a clear workflow for assigning tasks, setting deadlines, escalation and final documentation, there is a lack of traceability. This is where fundamental process optimization is needed: our tried-and-tested software automates processes and manages tasks

efficiently so that they remain transparent and traceable.

Our Foconis-ZAK^® function package “Orders & recurring tasks” solves problems in no time at all. It enables the simple and flexible implementation of both one-off and recurring tasks in your organisation. Orders can be created, delegated and completed in a flash. This is process automation in banking! Recurring tasks start fully automatically in a defined cycle, which sustainably increases process quality.

Our Workflow Manager (WFM) maximizes the efficiency and quality of your processes with a wide range of powerful functions. Thanks to flexible and standardized interfaces, WFM seamlessly integrates and automates banking processes. It replaces your outdated Notes processes and provides a customizable solution that helps you master the challenges of banking while increasing customer satisfaction.

Banking industry has long been optimizing communication between their employees and their partner companies with the GDix partner portal. This allows them to keep track of work or consulting orders at all times. Your partners can provide direct feedback and success records, which end up in your system in a structured manner and can be comprehensively evaluated. Automated processing in PartnerPortal GDix and the integration of numerous interfaces are a matter of course.

The GDix customer journey offers banking industry an efficient way to increase their process quality. The software enables banks and savings banks to clearly display all customer data – from the initial contact to the final action such as a purchase. Demand and potential analyses as well as the consideration of different communication channels and time intervals enable targeted management of sales measures. Transparent key figures, such as the abandonment rate, provide additional clarity and help institutions to optimize their customer care processes.

The idea manager offers companies a dynamic platform to quickly record, evaluate and implement ideas, suggestions and innovations. It motivates employees to actively participate and keeps your bank or savings bank fit for the competition. Effective process management increases process quality and automates workflows, which accelerates the implementation of ideas.

Our idea management software helps banking industry to leverage creative potential. With a clear allocation of income and costs, it also ensures measurable savings and sales growth. At the same time, it increases the motivation and satisfaction of your employees.

Design digital customer surveys flexibly with the questionnaire in GDix and increase the process quality of banking industry. Customize questions and manage your surveys effortlessly. Assign questionnaires to specific customers or profit centers and receive precise evaluations and analyses that help you to automate processes.

Specialist departments benefit from a clear overview on the board. And: Management cockpits provide fast, meaningful data for well-founded decisions. A fully integrated questionnaire is already available for the Net Promoter Score, which helps you to stay one step ahead in customer interaction and complaint management.

Foconis safe deposit box management optimizes the management of safe deposit boxes in banks and savings banks. With automated processes, it offers a central, quick overview of free lockers across all branches. This allows you to react flexibly to requests. Cancellations, contract changes and special requests can also be processed easily.

With individual adjustments, seamless integration of customer data and automated invoicing, banks and savings banks save time and money and increase process quality. User-friendly dashboards, individual templates and clear authorization control make administration easier. Lockers can be blocked or reserved quickly, and thanks to SEPA billing and dynamic data transfer, our customers are always in control.

Customer satisfaction determines the success of a bank or savings bank. Professional complaint management plays an important role in this. With Foconis complaint management for banks and savings banks, you can record, evaluate and process customer feedback directly and efficiently. The system helps you to see all relevant data at a glance and to transfer complaints to the right place without delay.

Foconis complaint management follows a logical structure and the optimal course of each complaint - from recording to documentation, if necessary the corresponding labeling in accordance with Section 87 WpHG (formerly Section 34d WpHGMaAnzV), on to delegation and closure (including recording the measures taken) and support in transferring to the complaint report in accordance with Art. 26 para. 6 of the Delegated Regulation (EU) 2017/565.

Use the PartnerPortal to manage your sales financing quickly and efficiently. With digital customer surveys, individual questions and flexible login procedures, you can create transparent, user-friendly interaction. The simple control and adaptability of the module enable tailor-made solutions that optimize your processes and increase process quality. As a regional bank, you can directly support your dealers, tradespeople and customers in your business area and act in a focused manner.

The PartnerPortal as a software for business process management ensures smooth communication and collaboration between banks and their partners. Submit work and consulting orders quickly and securely and manage user rights efficiently. Thanks to the notification function, everyone involved stays informed at all times. Request and receive feedback, including file attachments, to ensure comprehensive, detailed communication, automate processes and drive process optimization.

With the online process in GDix, banks and savings banks can obtain consent and approval from customers in no time at all – for everything from advertising to new account models and changes to terms and conditions. Easily manage customer contact data, collect missing information or check existing data – all of which automates your processes in banking and improves process quality!

Thanks to seamless interface management, the data flows directly into the core banking system. And the best thing is: GDix offers an efficient pricing model that can easily keep up with pay-per-use solutions and enables clear process optimization.