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.
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.