Intelli Solutions | Financial Institutions

Financial Institutions

The Financial Sector has always been one of Intelli’s main customer base. Intelli is offering a numerous of solutions to banks and insurance organizations since 2006 in the Balkans. Our portfolio is carefully set up for the exact needs of the specific institutions and our customers are nearly all banks of Greece and Cyprus.

National Bank of Greece

Service Operations Platform
NBG is the largest financial institute in Greece and one of the top banks in Europe. The bank has adopted Intelli’s Asset Manager 2009 product to cover IT Asset tracking including hardware, applications and service assets. NBG face a significant challenge to track the location, quantity, condition, maintenance status and depreciation status of their fixed assets. Using Intelli’s Asset Manager 2009 the fixed assets tracking becomes easy and can be made even easier utilizing the latest available technology. A further need that has been addressed is that of Asset inter-dependency. Mainly the assets have relationships between them that create dependencies meaning that the failure of a specific asset has an impact on one or more other Assets. By mapping the relationship between each Asset NBG is able to quantify the Impact of such a failure either pro-actively or in response to an emergency. Asset Manager 2009 allows NBG to audit all of their fixed assets the way that they want. From the very building blocks of the data and the Asset Definitions, through the final connections between each Inventory Item, all aspects of the solution are dynamic and user defined giving total flexibility to the client to create whatever their requirements dictate.

Piraeus Bank

Service Operations Platform
At 2007, Piraeus Bank is the third largest Financial Institute in Greece with extensive presence in Balkans and MEA. The scope of Piraeus Bank KPIs MIS (Key Performance Indicators Management Information Systems), was to monitor its loan flow for SME (Small Medium Enterprise) and Major companies, in terms of time, volume and quality. Regarding the specific service provided, business users and upper management are evaluating the performance of their organization towards their clients, as well as the effectiveness of bank’s structure. Thus, decision making is easily feasible in order to ameliorate their business and differentiate the bank from the competition.

Knowledge Management
At late 2012, Intelli was awarded a project for designing and implementing a platform to host the services catalogue of the bank. Through the forthcoming migration of all services from ATE bank merge, Piraeus bank need to have a common repository in terms of a catalogue where several departments could refer to and request various information such as: external material, support material, management information, useful links, FAQ’s legal and state references, and Related Dates.

IT Management
At 2009, Piraeus was one of the first Greek banks to fulfil the PCI compliancy requirements. Within this large project, the bank required a solution for covering test data management. The Compuware solution of FileAid was selected to provide this functionality and allow for an automated mechanism handling the scrambling of sensitive records from the production environments into the test systems.

Alpha Bank Greece

Back-Office Pro
The purpose of this project is to provide Alpha Bank with an advanced legal documentation management solution that will achieve:
• Digitization of Alpha Bank’s legal documentations archive.
• The maximum use of available information arising from digitization, resulting in increased productivity.
• The optimization of the folder management processes of legal documents.
• The immediate availability and handling of legal documents electronically.
The provided service is based on Intelli’s expertise for outsourcing back office projects in conjunction with our specialized software SynChordia Back-Office PRO.

Alpha Bank Serbia

Back-Office Pro
The purpose of this project is to provide Alpha Bank Serbia with an end-to-end Customer’s Folder Management Solution for Loans and related processes including documents / contracts integrity management, business alerting for incomplete requests, task / issue management complementary to folders / customer requests, through our powerful SynChordia Back-Office Pro. Intelli offers also Unlimited folder / Web Application to branches for searching and queuing and task management functionality.

Citibank

Back-Office Pro
Intelli on behalf of its client Citibank provides ECM services for the handling of all forms circulated throughout the bank for all Bank stores any day. These services include the digitation of all physical documents and the data indexing of each of them, so upon the delivery of this material the Citibank users can find these files at Citibank file system. This operation is handled at the client premises and is executed by experienced personnel properly and thoroughly trained for this line of business. For this purpose Intelli Solutions is using edge of technology scanning hardware that ensures the optimum results for the digitized images. Also Intelli Solutions has implemented custom software that provides the team of work the possibility to provide the appropriate indexing for the files according to the specifications agreed with the client. Intelli Solution is using also Automatic Indexing Software for the recognition of various types of information from the processed documents without the need of manual indexing. This increases the effectiveness of the indexing activities minimizing significantly the possibility of errors from the manual data entry. The services provided to Citibank exemplify Business Process Outsourcing model (BPO) of Intelli’s SynChordia Back-Office PRO platform. This model enables SynChordia Back-Office PRO modules to be offered as a service. Actual Documents are processed by Intelli’s experienced personnel; the required information is extracted, validated with specified business rules and communicated in real time with customer computer systems.

EFG Eurobank

Business Solutions
EFG Eurobank is the second largest Financial Institute in Greece with extensive presence in South East Europe after the merge with NBG decision. The mentioned project refers to a CRM implementation for an EFG Eurobank’s subsidiary in Poland – same aspect like Open24 branch chain- to cover the entire portfolio of financial services in the POS and through the Call Center as well. Intelli developed and deployed successfully an integrated Web solution based on the Microsoft development platform, leveraging its experience in the banking sector and the latest Microsoft technologies. The project was conducted in a single phase with an elapsed duration of approximately 8 calendar months. In 2011, Intelli was made the local CA partner responsible for the support and maintain the mainframe DB2 tools used by EFG Eurobank IT department as well as the Service Desk.

Marfin Bank

Back-Office Pro
Intelli on behalf of its client Marfin Bank provided ECM services for the handling of all Bank Documents circulated throughout the bank for all stores any day. These services include the digitation of all physical documents and the data indexing of each of them, so upon the delivery of this material the Marfin Bank users can find these files at Marfin Bank file system. This operation is handled within the premises of Intelli Solutions and is executed by experienced personnel properly and thoroughly trained for this line of business. For this purpose Intelli Solutions is using edge of technology scanning hardware that ensures the optimum results for the digitized images. Also Intelli Solutions has implemented custom software that provides the team of work the possibility to provide the appropriate indexing for the files according to the specifications agreed with the client. The services provided to Marfin Bank exemplify Business Process Outsourcing model (BPO) of Intelli’s SynChordia Back-Office PRO platform. This model enables SynChordia Back-Office PRO modules to be offered as a service. Actual Documents are processed by Intelli’s experienced personnel; the required information is extracted, validated with specified business rules and communicated in real time with customer computer systems.

Emporiki Bank

Service Operations Platform
Emporiki is one of the largest Banks in Greece and member of the Credit Agricole Group. In 2011 the bank awarded a project covering a Remote Access Service Procedure for the bank. The project required the Analysis, Design and Documentation of the procedure based on security standards. At 2011, as well, Intelli along with NCR, installed a complete Cheque Processing system. The existing problem was the long-lasting deposit process and the manual deposit tasks. Intelli, managed to overcome this delay by automating the current tasks. After capturing the cheque image, the Cheque Processing solution interprets the data and automatically balances the transactions before submitting it to central operations. The solution also covers a Middleware connection necessary for the Core Systems and Databases communication.

SG Geniki Bank

IT Management
Intelli implemented a major part of SG-Geniki Bank’s new Web Banking platform. Following the successful deployment of the solution, SG-Geniki Bank selected Compuware Vantage Agentless solution to monitor the availability and performance for the new platform. The value added Compuware solution provided a complete picture to business and technical users about the complete environment related to end-user experience. Geniki Bank also had the need to implement a system in order to accommodate the employees security oriented requests (passwords, access to applications, etc.).

Business Solutions
SG-GENIKI BANK selected Oracle CRM solution for the deployment of a CRM system to cover marketing and telesales activities. The system will be used from marketing department for the campaigns’ development and from the Call Center department to perform telesales activities. The integration with Genesys CTI and core Banking system (PROFITS) automates call center jobs. Intelli is participating in the solution’s implementations as a sub-contractor of Oracle Hellas with two consultants involved in the campaigns module customization.

National Insurance

IT Management
National Insurance is the largest Insurance organization in Greece and part of the National Bank of Greece. National Insurance was looking for a system to handle the demands for IT changes (change management). The solution is based on Compuware’s award winning Changepoint. All requestors, have a portal that require to place all requests. In the back end, the solution handles all the workflow required for the corporate approvals. All activities performed by the technical personnel and the approvers are depicted within this portal so the requestor can (at any time) review the status of his request, see the following steps and any comments placed. At the end of the procedure, the requestor reviews the deliverable and accepts the change or makes comments until a suitable technical solution is found and the request closed.

Groupama

Debt Recovery
At 2012, Groupama Insurance company in Greece selects “SynChordia Debt Recovery” solution for debt collections. The organization experienced increased demand to collect outstanding payments from clients (especially from direct channels) and agents (partner’s network) and the provided solution will be utilized from both internal users and external agents.

ING

IT Management
ING is a leading European assurance company, having it’s main offices in Netherlands and initially known as Nationale Nederlanden. In order to upgrade it’s clients portfolio and contracts handling processes in Greek headquarters, a major need arose to create a fine tuned custom ETL tool between its legacy IMB AS400 systems and a state of the art relational database system. This followed a large amount of necessities, as to monitor contracts and applications, as well as insurance coverage, overdue payments etc in a daily basis.
Intelli Solutions proposed the complete solution’s architectural design and successfully implemented a fully customizable dynamic and automated Extract Transform Load tool, between any two database systems, accompanied by a Dashboard online Web application for the monitoring of each aspect of the involved company procedures. The project completed in two phases: a) business analysis and architectural design proposal and b) application and database design and implementation. The complete duration was approximately 5 calendar months.

Interasco Insurance

Business Solutions
Interasco is one of the most powerful Insurance companies in Greece. In order to upgrade its’ Agents’ daily operations regarding the clients’ management processes, a major need arose to create a fine tuned custom mobile application integrated with Interasco’s web services and bank’s safe payment system. In November 2015, Intelli Solutions proposed the complete solution’s architectural design and successfully implemented a fully customizable dynamic and automated Mobile Application that successfully met all Interasco’s needs for the retrieval of clients’ contracts and details as well as the execution of payments through the secure location of Eurobank in a daily basis. The applications are compatible to iOS, Android and Windows Mobile Operating Systems.The project completed in two phases: a) business analysis and architectural design of the application and b) application implementation and integration with Interasco’s web services along with Eurobank’s payment web service. The complete duration was approximately 2 calendar months.