Digital Solutions for Financial Services
Financial and banking services in the digital era: the ongoing transformation
In the financial sector, the digitalization of services has become a strategic necessity to compete and grow. Intesa positions itself as a key partner in this journey, offering solutions that not only meet current needs but also prepare businesses for future challenges. With our expertise and cutting-edge technologies, we optimize every stage of the process, enhancing operational efficiency and customer experience.
In an era of accelerated digital transformation, the financial sector must balance stringent AML regulations with the growing demand for fast and intuitive digital services. With Intesa’s digital solutions, businesses can overcome these challenges and provide customers with a seamless experience without compromising security and regulatory compliance.
What our customers think of the Digital Onboarding Platform
“In the plans of FCA Bank, the digitization of the onboarding process is a crucial component in realizing full e-commerce, with its completion marked by the integration of the payment gateway.”
Luca Pollano
Head of ICT, Digital & Data Governance CA Autobank
From an interview with Aziendabanca on 30/09/2020
“Pitagora’s goal is to make all available channels accessible to its customers and network: we aim to reach our customers in every possible way.”
Fabio Capra
Deputy General Manager Pitagora
The role of remote identification in digital transformation
Remote identification is a key component of digitalization in the financial sector. This service enables financial institutions to verify customer identities without the need for physical presence, using tools such as SPID and CIE. By relying on Intesa, institutions can streamline the onboarding process, reducing verification times and improving service accessibility.
Benefits of remote identification
- Operational efficiency: Reduced verification times and a simplified onboarding process.
- Accessibility and convenience: Customers can access financial services anytime, anywhere.
- Security: High standards for personal data protection, ensuring integrity and confidentiality.
Digital contract signing: moving towards a paperless future
Digital signatures are a key element in the transition to a paperless future. This technology allows contracts to be signed in a legally binding way without the need for paper documents, reducing the time and costs associated with physical document management.
Legality and security
Ensures the authenticity and integrity of the signed document.
Environmental impact
Significantly reduces paper usage and its environmental impact.
Simplicity and speed
Sign documents in just a few clicks, from any device, anytime.
Compliance archiving: security and regulatory compliance in the digital age
Compliance archiving is essential to ensure that digital documents are stored securely and in accordance with current regulations. Intesa offers solutions that protect data and guarantee its integrity over time, ensuring that financial institutions can access documents when needed, in total security.
Benefits of Compliance Archiving
- Regulatory compliance: ensures documents are stored in accordance with Italian and European laws.
- Accessibility and integrity:digital documents remain easily accessible and intact over time.
- Data protection: advanced technologies safeguard digital documents from unauthorized access.
The advantages of digital services for financial services
Customer Experience
Intesa’s solutions integrate seamlessly with our clients’ systems and solutions, including mobile platforms, ensuring a consistent customer experience.
Find the documents
Intesa’s DTM platform ensures the compliant archiving of signed documents and contracts, making them more secure and always accessible.
Sustainability
La sostenibilità è responsabilità di tutti. Con le nostre soluzioni risparmierai emissioni di CO2 e spazio cementificato per gli archivi.
Cost savings
KYC is estimated to cost around €60 million per year. By digitalizing identification and contract signing, you can achieve significant time and cost savings.
Complete digitalization of the customer due diligence
With Intesa, you can fully digitalize Customer Due Diligence, from remote customer identification to the completion of the KYC questionnaire.
Intesa’s Customer Due Diligence platform meets all regulatory and security requirements, ensuring legal validity under eIDAS, providing cost savings for completing procedures, offering direct integration with existing databases, and implementing proactive anti-fraud checks throughout the process.
The importance of integrating digital services
The integration of remote identification, digital contract signing, and compliance archiving creates a complete and secure digital workflow. This approach not only improves operational efficiency but also provides a seamless customer experience, meeting the needs of an increasingly digital-oriented market.
1. Synergy between services
2. Workflow optimization
Reduction of inefficiencies and improvement of coordination between different departments.
3. Customer satisfaction
By putting the customer at the center of the process, trust and overall satisfaction are enhanced.
We Are at Your Service
The Intesa team consists of professionals with extensive experience in various market sectors. Do you have any questions? Would you like to schedule a free and no-obligation consultation call? Fill out the form on the side with your request or simply let us know what you need. We will get back to you as soon as possible.
You might also be interested in these services
INTESA ID
Wallet-ready identification
Intesa ID enables companies to verify and certify their customers’ identities and manage KYC processes in the most comprehensive, simple, and secure way, with native integration into wallet ecosystems.
INTESA SIGN
Secure and Simple Signing
Our web and mobile application for electronic signatures is easy, flexible, and intuitive. It also integrates recognition with SPID and CIE for FEQ signing.
ELECTRONIC ARCHIVING
Your documents safe and accessible
A comprehensive and secure service for digital document storage, ensuring compliance with regulations, protection of sensitive data, and certification of document authenticity and integrity.
News and updates on the Financial Services
