Financial Services Solutions

Fortis Guernsey

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Organization Profile

Part of a multinational financial services firm, Fortis Guernsey formed when four separate institutions—the Private Bank, Trust and Corporate Services, Private Client Services (tax advisory) and Investment Management departments—all moved into a new office building.

Situation

Each institution’s paperwork needed to be consolidated into a unified, enterprise-wide system. There was a catch, however: not only did each department have its own well-established business processes, but government and industry regulations dictated that each department’s documents be kept out of the others’ view.

Solution

Fortis Guernsey looked at five different solutions to this complex challenge. Laserfiche immediately stood out from the rest, due to its flexible folder structure, ease-of-use and open architecture.

Benefits

  • Staff have scanned nearly eight million images into the Laserfiche repository and reduced paper consumption by more than 80 percent.
  • Fortis Guernsey has configured its billing system to upload each day’s transactional information directly into Laserfiche, where it is indexed by client number for easy retrieval.
  • The banking department has integrated its primary software with Laserfiche, so clients can view their account documents securely over the Web.
  • The company has integrated their DOS-based systems with Laserfiche [Add a comma] so staff [can] now access four million electronic documents, dating back to 1979, from the Laserfiche interface.
  • Records Management Edition helps Fortis comply with diverse international records retention policies.

Laserfiche Components

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