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Secure digital transformation for financial institutions.
MechSoft delivers high-security digital transformation for financial institutions, from customer relationships to document management. With CloudOffix and M-Files, you can handle heavy regulation, complex business structures and large volumes of documents and data.
Four core capabilities for finance
From customers to documents and from security to automation, we bring every link in your financial operation together in one structure.
Customer relationship management
Track the customer journey end to end with CloudOffix and strengthen coordination between teams.
Security and monitoring
Store your data securely and reach it from anywhere whenever you need it.
Document management
M-Files indexes your documents automatically and stores them securely.
Process automation
Automate processes to raise efficiency and strengthen teamwork.
Know your customers and reach them before your competitors do.
In financial services, customer satisfaction and loyalty need close monitoring. CloudOffix gathers customer data in a central database and makes it easy to track, so service becomes more personal and its quality improves.
In such a competitive market, it becomes much easier to manage marketing campaigns, reach prospects more effectively and track sales data.
- 01Central customer database
- 02Personalised service
- 03Campaign and lead management
- 04Sales data tracking
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Documents in order, data secure, approvals fast.
M-Files automatically indexes, classifies and organises documents, giving you fast, reliable access to them. Reporting becomes easier, audit readiness improves and regulatory compliance is supported.
Advanced access control and monitoring protect sensitive financial information from unauthorised access. Workflows automate processes such as credit applications and speed up approvals, while e-signature and mobile-signature integration lets you manage the process end to end.
- 01Automatic indexing and classification
- 02Access control and audit trail
- 03Credit application and approval workflows
- 04E-signature and mobile-signature integration
Measure, manage from anywhere, integrate.
Effective reporting
CloudOffix and M-Files produce comprehensive, easy-to-read reports with charts and visuals, so you can track process performance closely.
Mobile access
Manage processes from anywhere and collaborate quickly and smoothly with field staff and remote teams.
Integration
APIs let the software across your organisation share data smoothly, so processes run more efficiently.
Let’s talk about your financial processes.
Share your needs and our experts will get back to you as soon as possible.