Software für Macher

Software für Macher

Nowadays, notes and coins represent only a fraction of the money in circulation across the globe. Today, data rules the world with the result that process structures are required that enable rapid, targeted responses while simultaneously meeting all compliance requirements, including international regulations. Never before has it therefore been so important to manage large quantities of data so efficiently – with an industry-specific Enterprise Content Management system that can do far more than simply manage data.

The ECM system enaio® by OPTIMAL SYSTEMS is tailored to the banking & financial sector and helps you to master these tasks in a way that secures your success for the future. Previously unstructured content is transformed into valuable company knowledge and is the basis for true innovation. Tailored workflows resolve information blockages. Important information is available at the push of a button – across different departments and locations. Regardless of whether private bank, big bank, insurance or financial services provider, a competitive advantage in the financial sector can only be maintained by acting efficiently and in a customer-oriented fashion.

Industry Events (in German)


Manage documents on a single platform without media discontinuities.


Tailored to the requirements of the banking and financial sector.


Unique variety of interfaces to Office, ERP, and business software applications.

Solutions for Banks and Insurance Companies

  • Digital document management
  • Digitalization of paper archives
  • Document Lifecycle Management
  • Audit-proof archiving
  • Different digital records e.g. customer, project, credit, personnel, and contract records
  • Digital pension and insurance files
  • Connection to the banking information system
  • Connection to ERP systems
  • Contract management
  • Microsoft Office integration
  • Mail management and invoice management
  • Digital workflows

References from Banks & Insurance Companies (Selection)

Interested in ECM for the financial sector? Then go to your enaio® live DEMO!

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