Helvetia
Digital Transformation with ECM
Awesome! The interactive release update is well done, informative and graphically very appealing. It makes you want to stay tuned!
Helvetia at a glance
- Founded: 1858
- Locations: St. Gallen, Switzerland
- Employees: 12.000
- Core industries: Insurance
Challenges
- Before ECM was introduced, the customer-related documents were spread across several individual records depending on the area to which they belonged
- There were several internal archive systems which were all completely separate from one another and reaching the end of their life cycle
Solutions
- Archive, DMS, BPM and digital workbaskets for all divisions
- Workflows for flexible mail and task distribution according to capacities and expertise
- Digital customer records
- Integration of CRM and business applications
Results
Improved customer service
Faster, more transparent case processing
More efficient collaboration
Streamlined system diversity with simpler and automated processes
Automate Work. Accelerate Business.
Bring together AI, ECM, and workflow automation in one powerful enterprise platform.
Helvetia Versicherungen: Digital transformation with ECM
Read all about how insurance provider Helvetia is pursuing its company-wide digitalization strategy with the Doxis ECM platform as its basis
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Driving digital transformation in insurance: Helvetia's journey with ECM
We spoke to Christine Pfaff, Helvetia’s Team Lead of Information Technology, about how Doxis is powering the insurance provider's digital transformation with a focus on speed, automation and quality customer service.
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Future-ready ECM for insurance provider
Convenience is key. At Helvetia, making it easy for customers and employees worldwide when it comes to taking out non-life, retirement or specialty line insurance policies is a top priority. Read on to learn how ECM is enhancing processes.
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