Solutions For Financial Services

Adobe Solutions for Financial Services ®

We know what today’s financial services providers are up against Clients, business partners, and employees expect instant access to services and information when and how it’s convenient for them—any time of day, from the office, from home, on the Web, even on a mobile device. And they want secure transactions that safeguard their privacy. Now more than ever, it’s the processes behind the services that need to be fully automated— connecting your front office to the back office, letting you provide better, faster, and more reliable service to your clients. Documents are the core of the financial industry’s business transactions, and document solutions must work with existing enterprise systems to ensure that the right information is getting to the right people at the right time.

It’s time for Adobe solutions. Adobe understands the importance of fast, accurate information delivery in the financial services industry— whether it’s for client access or internal use. That’s why Adobe solutions deliver critical information in a reliable, accessible manner. Adobe solutions for financial services extend your processes to clients, business partners, and employees in ways that meet their unique needs while making you more efficient and productive.

Adobe Network Publishing Solutions help people work together more productively and effectively Collect and Deliver Information to Satisfy Clients and Lower Costs Three ways to achieve effective financial information flow With Adobe’s flexible, scalable solutions, financial services providers can meet the challenge of a connected client base, delivering increased customer satisfaction at a lower cost—without sacrificing the integrity of processes so essential to maintain. Adobe solutions address the three key components of financial information processes: 1. Dynamic generation of personalized documents from enterprise systems, supporting diverse channels of distribution 2. Collaborative creation, revision, and approval of documents, allowing information sharing among partners and internal departments 3. Efficient processes that unite people, documents, processes, and applications, significantly reducing costs

Document Generation Gain efficient document customization while retaining document compatibility The most interaction you have with customers is through documents—the output generated by your processes. Effective documents should be personalized and easy to understand. With Adobe solutions, you can produce dynamic, compliant, and custom documentation for print, e-mail, fax, and Web delivery.

Adobe solutions for document generation automatically take information from enterprise and legacy applications and dynamically convert the data into high-quality, customized, and standards-compliant documents. Adobe document generation technology ensures that providers can produce dynamic, compatible, and customized documents using Adobe Portable Document Format (PDF) as the universal foundation. For example, generate a paper copy of a client’s quarterly financial statement and an exact electronic copy for internal archiving and online client access while extracting information on fees for use by the accounting department’s database. Everyone—client and internal staff—automatically gets the right information in the format that best meets his or her unique needs.

Document Collaboration Streamline document exchange, review, and approval As documents are shared among departments and beyond the company, paper-based document review and approval processes become more difficult to manage. Adobe solutions address the need to protect the integrity of document content as it is shared among collaborating participants using authorized access—yet ensure that content can be easily reviewed, approved, distributed, and archived. Documents can also be automatically routed, tracked, and integrated into core applications, such as document management systems, to manage the full collaboration process.

Safeco Surety chose an Adobe solution to automate its bond issuance process. Safeco achieved a 400% productivity gain and saved more than US$5 million in distribution costs.

Document Process Management Eliminate costly transaction processing while maintaining process integrity and security Financial services providers are interested in improving the quality and cost-effective delivery of both internal and customer-facing documents. The best way to do this is to automate existing document processes. To be competitive in the financial services industry, providers must accelerate document-intensive processes while maintaining unparalleled service. Intelligent, intuitive online documents capture data securely and then automatically select specific information and route it where it needs

to go—immediately and seamlessly integrating the information with other applications. This permits more accurate, more efficient information flow. For example, loan applications can extract key customer account information from existing banking documents, increasing the accuracy of loan assessment, reducing errors, and streamlining the reconciliation of client-provided documents. The results: improved profit margins, more efficient integration of data within financial systems, and faster response times to client requests.

Financial Solutions Deployments Adobe has proven experience solving document-based process problems for the financial services industry. Around the world, our customers have achieved measurable benefits by deploying Adobe solutions for business-critical processes such as those shown below.

Banking

Extend and accelerate services using the Web

Branch Printing Insurance

Finance and Administration

Regulatory and Legal

Extending E-Banking

Statement Delivery

Application Processing

Policy Servicing

Surety Bond Processing

Rate Manual and Proposal Generation

Proposal and Pitchbook Creation

Statement Delivery

Asset Management

Customer Self-Service

Check Requests and Printing

HR Self-Service

Purchase Requisition Processing

Commission Remittances

Forms Management

Compliant Document Generation

Marketing Document Review and Approval

Streamline time-critical functions

Account Setup

Customer Management

Account Setup

Increase efficiencies through automation

Claims Processing

Securities

Application Processing

Investment Information Publishing

Take customer service to a new level

Call Center Inquiry Case Management Order Management Management Reduce administrative costs

Billing and Invoicing

Expense Reporting

Simplify complex processes

Compliance Reporting

Contract Management

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To be successful in the financial services industry, you need innovative technology to automate your document processes—technology that delivers high value while reducing risk. Adobe solutions provide flexible, cost-effective ways for financial services providers to address their most pressing needs for efficiency, security, and round-theclock service delivery to clients. Adobe offers financial services providers new opportunities to interact with clients and business partners to increase productivity and provide service

24 hours a day, 7 days a week through multiple channels (Web, print, fax, kiosk, voice, PDA, and more) using a single solution platform. With Adobe technology, you don’t start from scratch. Adobe solutions extend the value of your existing IT investments by working with the legacy CRM, transaction processing, and document management systems you already have. Adobe solutions are flexible and grow with your business, so you always get the right support for your needs.Dresdner

Bank chose Adobe

to help transform more than 4,000 paper forms into intelligent, automated processes. As a result, customer-facing activities have been dramatically accelerated. For example, the time it takes to process a credit application has been reduced by up to two-thirds, which means both considerable cost savings and improved customer service.

Adobe solutions have proven financial services success. Adobe has helped more than 1,700 financial services companies in 55 countries successfully transform slow, manual processes into efficient, Web-enabled ones. Adobe understands the challenges financial services providers face and has flexible, scalable solutions to address them. Adobe solutions offer you new opportunities to interact with customers, increase productivity, and provide seamless service—all simultaneously. By managing the processes that drive your business, Adobe solutions result in more satisfied customers and better bottom-line performance.

Adobe professional services teams have the experience and expertise to deliver proven solutions that meet your deadlines, budget, and unique requirements. Whatever your information management challenge, Adobe has the right tools and experience to deliver the right solution. Your clients and business partners expect you to be readily available and responsive. With Adobe solutions, you can surpass their expectations.

Adobe solutions let you tackle your business problems in stages, so that your first efforts fix those processes that will have the greatest impact on your business.

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