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DYONYS A2P
Overview
Details
Key points
Documentation
Central File
CRM for Banking
CRM for Funds Management

Le Partenaire Technologique

59, route des Jeunes

1227 Genève

Tel: +41(0) 228 270 270

DYONYS A2P

Vision for SharePoint - Gestion documentaire pour les banques

Automate your document management

  • Capitalise on the Microsoft SharePoint® infrastructure
  • Manage your mail dispatch and hold mail
  • Archive your documents in a secure electronic safe

DYONYS A2P your organisation to manage their documents, from creation to archiving. Dedicated to the banking world, built on Microsoft SharePoint®, Vision brings you innovative functionalities coupled with the safety, traceability and durability of your documents during their lifecycle.

Functionalities

  • Acquisition
    • Automated process of spools from main back-office (APSYS, GLOBUS, Olympic, Best2...) or legacy systems
    • Automated archiving of financial flows - SIC, SWIFT, SECOM, FAX...
    • Management of emails, office and other documents
    • Scanning of any type of documents, with OCR, ICR, barcodes...
  • Printing
    • Mail dispatch with multi-addresses management, number of copies, frequency...
    • Integration with automated envelop insertion system
    • Automated hold mail and customers' visits management
  • Secured archiving
    • Electronic safe
    • Durability of the archived documents (PDF format)
    • Document signature
    • Password and encryption
  • Security
    • Data encryption
    • Encryption information
    • Audit on all actions
    • Configurable reporting
  • Document management
    • Storage of any type of documents
    • Versionning and Check in/ Check out
    • Native integration with Office
  • Portal
    • Federative and unified application interface. Portal offers a configurale single entry point to your organisation's information
  • Workflow
    • Predefined business processes (approval, reevaluation...)
    • Account opening and closuse
    • Configurable workflow engine
  • Client Relation
    • Secured management of accounts, persons, addresses, safes
    • Relation management between the entities
    • Secured notes, alarms and reminders
  • Reporting
    • Configurable and open reporting system
  • Deployment
    • Web application - no workstation installation required
    • More than a Document Management system, Vision For SharePoint® is the open solution to implement your intranet