Bank

Our 30 years of partnership with you is the guarantee of our expertise over the entire processing chain for your documents, contracts and files.

In the front office, you have to digitise document collection and optimise your client pipeline to boost your sales results.

In the middle and back offices, you seek swift processing, all the while making sure you meet regulatory requirements in banking (KYC, forgery, GDPR etc.).

You wish to automate the collection and processing of multi-channel documents coming from the front to back office.

The digitisation of your branches is under way. You have to simultaneously handle both physical and digital documents.

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Enhanced industry performance with gains in productivity, freeing front and back-office staff to concentrate more on premium services for clients

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Greater client satisfaction with smooth pipelines when bank accounts are first opened and throughout account management

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Enhanced expertise throughout the bank document processing chain to support you as you switch to digital and ensure regulatory compliance

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French banking networks place their trust in us

Crédit Agricole: the future of documents?

The switch to digital with regard to document processes hinges on behaviour and usage.

Half of the clients with the Caisse Régionale Touraine-Poitou du Crédit Agricole sign most of their contracts digitally, and often in the comfort of their home. We have set up several types of solution with Everial: paper-free contracts, ongoing digitisation of contracts in real time, and the protection of client data pertaining to sensitive contracts such as insurance for those borrowing money.

Thierry Candidat, Vice-President, Crédit Agricole regional bank for Touraine-Poitou


Solutions for your industry


Digitising the client experience

Multi-channel collection and real-time processing of documentary proof and ID for optimised client pipelines, starting with the opeing of an account, smooth management of requests, and complete files that are compliant with GDPR and KYC.


Digitising document processes

Processing platforms for multi-channel incoming flows, digitisation of files, EDM, KYC: our digital solutions meet your operational and regulatory needs.

From design stage through to implementation, the Credit Divisions have taken to the setup very well. We are highly satisfied with our relations with the various Everial teams and the quality of their service. We have extended the scope of the setup to include the digitisation of litigation and estate files. Crédit du Nord

EVERIAL are familiar with our business and specific document issues, whether operational or regulatory in nature. So they soon understood our needs and came up with a tailored solution in line with our expectations. Crédit Agricole, Sud Méditerranée

Having a sole service provider for digitising and physical archiving facilitates steering and ensures secure circulation of documents. Branch workers are all satisfied with the setup introduced as part of the “paper-free branch” project in a spirit of digital innovation serving client relations. Crédit Agricole, Ile-de-France


Consultancy

Our banking experts support you from the scoping stage of your projects through to implementation.

EVERIAL’s strength throughout this project was the sheer professionalism and skill of their staff as they worked alongside us. EVERIAL got fully involved in all spheres of banking in our many cross-cutting lines of business. The EVERIAL project team participated fully in drawing up the procedures and operating modes, describing the various archiving processes. They also contributed to the training phase for our various entities at head office. Caisse d’Epargne Rhône-Alpes


Archiving

Your documents are filed and managed safely and in full compliance. They are easy to access.

We really appreciated the smooth, swift implementation of Everial’s solution. Everial’s overall control of physical and digital document flow also consolidated our confidence in our choice of partner. Not only did we save a lot of space by outsourcing the conservation of our hard copy files, our Insurance department increased productivity thanks to facilitated searching and viewing of digital files on request. Staff were able to concentrate on premium tasks required in our industry. Crédit Agricole, Côtes d'Armor

We forged a great partnership with Everial and are highly satisfied. We have full confidence in Everial’s expert knowledge of archiving. We especially appreciated their responsiveness, professionalism and high regard for security measures. Crédit Agricole Anjou Maine

Bank

BRED

Bank branches 2.0: BRED goes paper-free.

With the digital revolution, client behaviour is changing, and BRED is completely on-board with this. Founded 101 years ago, the bank is now embarking on a new chapter in its history, switching over to paper-free branches.

Client testimonials

Like most banks and corporations, BRED is embracing the all-digital era. We have gradually come to digitise a certain number of processes and documents. Against this backdrop, we started wondering about all the physical client files in branch filing cabinets. Julie Tebbal, BRED Logistics Manager

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the full use case

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