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Challenges:
- Replacement of all analogue input channels for customer interaction
- Salesforce as CRM system for a consistent view of the customers
- Encryption of person-related data in the Cloud
- Representation of the required performanceuser-interaction
- Data model of the bank core system Diamos
Solution:
- Modular reproduction of the process communication
- Test-driven development
- Document archiving in d.3ecm via files and control files
- Webservice-layer (SOAP) for the communication with Salesforce
- Encrypted data transfer between all communication partners
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Fondsdepot Bank GmbH
Location:
Hof, Deutschland
Branch:
Finanzen
Information:
The Fondsdepot Bank GmbH is the independent specialist for custom-made solutions surrounding the custody business. For more than 20 years, they‘ve been providing competent services in investment account management with the help of around 450 experts.
Benefits
- Easy monitoring of complex communication processes
- Agile and fast adaptability
- Combination of security, standards and customer-specific processes
- Ideally integrated into the existing IT landscape
FondsdepotBank_success_story_EN.pdf
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