Finance and banking
We work with over 20 finance and banking companies

CONTMAN helped digitalize processes, documents, and transactions in banks, leasing operators, stock brokerages, loan companies and debt collection agencies.

go digital !
Sales service
  • Digital contract and documents signing between a bank and retail and corporate clients (omnichannel) with a qualified signature in a bank
  • Implementing digitalized lending process
  • Registering, verification and digitalization of loan applications
  • Electronic loan contract/annex/addendum signing
  • Video client identification (KYC)
  • Video-chat
go digital !
Client service
  • Implementation of digital registry
  • Managing incoming and outgoing documentation, including documentation regarding the Polish Financial Supervision Authority, law enforcement and courts
  • Digital internal documentation servicing (mortgage/loan decisions, regulations, statues, etc.)
  • Creating digital client file
  • Managing the process and documentation of claims, applications, exetensions
  • Automatic archiving of transactional documentation
  • Importing/scanning and automatic recognition of documents periodically sent by clients including financial report, National Court Register form, certificates, etc.
go digital !
Finance and accounting
  • Automatic invoice registering and settlements with clients
  • Digital procurement documentation management (orders, invoices, corrections, protocols, direct debit)
  • Integration with the finance and accounting system
go digital !
HR
  • Creating digital personnel file
  • Managing the personnel and payroll documentation
  • Integration with the existing personnel and payroll system
Learn more!
Which contracts and documents can be signed electronically?
go digital !
Integration
  • Integration with systems operating within a company – reducing the load of documents and data
  • Implementing digital documentation archive
  • Implementing digital document workflow
Nadal pracujesz w tradycyjny sposób?
Umów się z nami na rozmowę - opowiemy i pokażemy jak pomogliśmy innym w zakresie digitalizacji.
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