Dublin-based Fineos Corporation has integrated its CRM Enterprise platform with FileNet's document imaging and workflow solution to provide staff at Britannia Building Society with a single point of real-time access to all customer records.
The FileNet solution will enable over 30,000 documents to be scanned, indexed and retrieved per day over the Fineos CRM system, before being automatically assigned and routed.
Britannia says the integrated system increases speed, reduces operating costs and facilitates more effective and better-targeted sales, marketing and customer service.
Keith Walton, Business Manager, Britannia Building Society, says: "It really is a tool that most business operations managers would long for and will add significant value for years to come in terms of its positive impact on how we operate."
Implemented over 16 months at Britannia's head office in Leek, Staffordshire, the system was rolled out over a single weekend to more than 300 users, without disruption to business operations.