Banco Urquijo wanted to standardise the management of their commercial assets using a “single file” concept in order to comply with banking rules on the traceability of operations.


Customer requirements

A flexible commercial tool that satisfies the following needs:

  • Accessible from all sales offices.
  • Easily adaptable to commercial needs at any given time.
  • Generates traces that allow transactions to be easily audited.
  • Stores the documentation associated with each commercial transaction.
  • Generates contract clauses automatically.
  • Structures tasks in a transaction authorisation workflow.
  • Substantial reduction of processing times.

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