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Case Studies

Success stories from businesses just like yours! Learn how businesses are achieving significant outcomes with PDFelement.

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Banking

Company Overview

The Company is a French Bank with staff of 9,500 employees in 32 countries. The Bank is active in a broad range of capital markets, investment banking and financing activities. Clients are primarily corporates, governments, and banks, with a small footprint in the investor segment. As the No. 1 retail bank in France, it is the leading financial partner of the French economy and one of the largest retail banks in Europe. Its ambition: to create a world-class European leader in banking and insurance, in accordance with the principles of the United Nations Global Compact.

Challenges

In 2010, a Sustainable Banking team was built within the Bank, aims to assist the Bank's key clients for environmentally-friendly and socially-responsible transactions. The team meets the growing needs of the Bank clients for access to financial advice about projects aimed at both financial profitability and social and/or environmental impact (poverty reduction, job creation in disadvantaged areas, environmental footprint minimization, etc.) And they decided to turn to paperless workflow.

"Flexible volume licensing options are required as the Bank needs the PDF software implementation to vary among different groups."

It's critical for the bank to find a reliable documentation software provider to fulfill all the paper work purposes, like creating files, editing documents, viewing and scanning, and the document format should be professional and widely accepted by their clients.

Flexible volume licensing options are required as the Bank needs the PDF software implementation to vary among different groups. Plus, documentation protection is prioritized among the rules of selecting PDF solutions as high-sensitive documents involved in banking business and the Bank values this a lot for their clients.

According to a head figure of the Company, the PDF solution should also be able to work with the Citrix desktop as almost all users use Citrix service, which becomes the elementary requirements for the PDF solution.

Solutions

To test the performing environment, PDFelement offered test version to run in the Citrix environment and provided constant technology aid as well as considerate customer service. The test version succeeded in working with Citrix system and the Bank was impressed by PDFelement's smooth operation and excellent service.

By adopting Wondershare PDFelement, the Bank reported substantial reduction on the cost of document papers and printers. The document transmission process speeds up almost double times as before by saving the time working on writing on the papers and printing the documents.

"Users in the Bank embraced the technology transformation from papers to electronic documents with Wondershare PDFelement."

Besides, formal document format has been standardized, which, according to the Bank's clients, is quite professional and reliable for them to receive electronic documents in PDF format. Users in the Bank embraced the technology transformation from papers to electronic documents with Wondershare PDFelement. They can view the files, create PDF pages and convert the files from or to PDF any time as they want. All those functions are quite clear and simple, as they said. And they like it as it never bothers them to take a deep look at how to work with PDFelement which is featured with its Word-like user interface.

Result

"The Bank has experienced an increase in efficiency with fast PDF creating, converting, organizing, combining and secure protection functions."

The Bank goes further on their road to paperless workflow and environmental-friendly business with Wondershare PDFelement. ROI has been driven to high level without heavy cost on paper source and human sources. The Bank has experienced an increase in efficiency with fast PDF creating, converting, organizing, combining and secure protection functions.

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