Citadele Bank

In order to increase efficiency in the document management process, Citadele Bank was looking for a solution that could systematize, standardize, and accelerate processes related to the management of business client documents. The process, document, and information management system proposed by Sekasoft was implemented at Citadele Bank in 2014. The implementation project for the new system was carried out in accordance with extremely high requirements. At the same time, it was also a challenge for the Sekasoft team, as it was necessary to create specific solutions tailored to the bank's operations, rather than typical ones, such as business credit approval and others.

Benefits to the bank and its customers:

The greatest value for the client is the time saved for bank customers. This is achieved by using the system and processes specifically configured for the bank.
Using the system is extremely easy for bank employees. This helps to avoid human error.
Increased efficiency – searching for documents and information has become much faster and simpler for bank employees.
Received reports and the history of performed actions ensure the completeness of information and accelerate decision-making.
The document management system is integrated with the bank's information system – this automates some processes and registers credit transactions.
Bank committees approve credits electronically, and customer requests for payment cards are also registered and approved electronically.
The created customer database helps to quickly and conveniently find the necessary information about a customer (financial data, credits, consents, contracts, payment cards, etc.).

Solutions

Business loan approval
Payment card application approval
Contract management
Customer consent storage
Customer document management
KPI and credit decision reports

Citadele Bank will further increase efficiency using this system – it will automate the screening of potential clients in external databases, enable electronic confirmation of currency forward transactions, and automate document archiving.

Performance indicators

3x

Business decision-making has accelerated

3x

Increased business process speed

4

Key business processes are computerized

80%

Less time is spent searching for information

Testimonials

5.00

The "Sekasoft" system implemented at Citadele bank has significantly increased the efficiency of document management, improved the quality and speed of customer service, and reduced the volume of paper documents. Using the "Sekasoft" system, bank employees can easily and quickly access customer documents, which are clearly organized. It is now simple to track the progress of each customer request, and thanks to the implemented system, all business credit issues are reviewed electronically.

Vaidotas Gurskas

Head of Large Business Customer Department at Citadele Bank

5.00

"It is very important that the new document management system is integrated with our existing banking system. This allows for full automation of business processes, such as registering a credit transaction in the banking system."

Ieva Trinkuvienė

Project Manager, Product Development Department, Citadele Bank