Documents often go hand in hand with chaos. If you look at a typical folder structure, a document isn’t easy to find, and there are multiple versions of the same document. Chaos has set in. Fortunately, there’s another way: with Xtendis, you can archive your documents in a well-organized manner, all in one place. Whether a document is stored in your CRM or ERP system, Xtendis gives you an immediate, comprehensive overview.
In principle, a document can no longer be lost
Customer Case Study
Industry:
Financial Services
Customer Case Studies
Van Lanschot is digitizing client files: always complete and immediately available.
Our Solutions
Van Lanschot archives client files in Xtendis
In principle, a document can never be lost again. Thanks to the digitization of customer files, documents are immediately available. With Xtendis, it no longer matters from which location and/or device an employee is working; with the push of a button, a complete overview of the customer file appears.
An important reason for choosing Xtendis’ EIM solution is that, when storing client files, it must be possible to distinguish between the individual, relationship, and product levels. Our previous document management system did not adequately support this. For example, passport information belongs to the individual; contracts belong to the relationship level; and an investment portfolio belongs to the product level.
Jasper Roozendaal
Product Owner and Team Lead
Product Owner and Team Lead
Prevent the fragmentation of documents
About Van Lanschot Kempen
Van Lanschot Kempen has made significant strides in digitizing its financial services. Contracts are automatically generated and, through smart coding, directly linked to client files in Xtendis. This ensures more efficient workflows, better compliance, and more sustainable client engagement. Thanks to this approach, information is always secure, centrally stored, and immediately available to authorized employees.
Customer Case Studies
Customer Case Studies
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Are you inspired?
Eigen Haard isn't the only housing authority using our EIM solution, Xtendis. Learn all about it on our housing authority page, or contact us if you'd like to gain even more control over your overall information management.