Finance and Insurance

Overview

The main challenges for the finance and insurance industries are processing the complicated product lineup, and responding to diversified needs of the customers (satisfy the customers' experience) when having product distributions. Besides, the strict legal standards also made companies to have a systematic digital content management system. Based on these circumstances, finance and insurance industries are now concerning DAM to in order to handling with the digital workflow securely and efficiently.

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Problem 01

Complicated Workflow for Managing Large Amount of Data

There was a huge amount of data for the companies. It took several procedures when sharing the data between the headquarter, the branches and the agencies and required a lot of man-hours.

Best Choice 01

Systematic Digital Asset Management and High Searchability

CIERTO helps users to manage documents, images and videos centrally, with effective metadata management. they can search data they want by inputting the metadata value. And the preview function of CIERTO is also creditable, that users can preview Adobe files or 3D files directly without using specific applications.

Not only the headquarters, all the branches and agencies can access CIERTO anytime and anywhere. Even guest without account can also access limited files with permissions.

Merit 01

Success Collaboration with the Headquarter, Branches and Agencies

The convenient preview function, simple file sharing system and file categorization of CIERTO helps users to use the data effectively, which streamlined the whole workflow. The headquarter, the branches and the agencies can share and receive the data promptly, which helps the whole company to smoothly create a high quality and secure productions without misuse of old data.
Problem 02

Weak Adherence to the Legal Compliance Standards

It took lots of effort to fulfill the requirements of legal document and evidence for audit compliance. Risks may occur without having a suitable management system.

Best Choice 02

Version and Log Management, Access Control

The overwrite file will be stored as a new version on CIERTO. Users can compare different versions, and recover the past version if new version has any problem.

Besides, admin can have access control per users or departments, provide suitable permissions for each user. And the admin can collect the log data of users access and operations record, to track any human error or security issues.

Merit 02

Efficiently Respond to the Legal Compliance and Audit Issues

By using CIERTO, the finance. insurance companies can track users record, record of document modifications and provide relevant evidence effectively. Which ensure the whole business process fulfills the requirements by Japan Financial Services Agency (FSA) and FISC guidelines. Moreover, the access control and versions control can be easily set up on CIERTO, which means they can create a secure system that requested by the audit committee simply.
Problem 03

Inadequate Response to Customers' Experience (CX) Enhancement

It is a complicated issue to deal with the personalized request of each client, as the needs to insurance and investment plans are greatly diversified.

Best Choice 03

Customers Attributes Management and CMS/MA Integration

By using the attribute/metadata management function of CIERTO, users can add values like "target audience", "distribution channels" and "related campaign" to each assets. They can quickly pick up the assets they want according to the metadata value.

Besides, CIERTO can be integrated with CMS/MA tools, i.e. users can convert image and video data on CIERTO and directly distribute the edited assets.

Merit 03

Enhancing the Customers' Experience

The metadata value helps users to clearly indicate the characteristics of the plans and products. Therefore, the companies can now provide more personalized and clear information to each customer, regardless of how their age/lifestyle are so different. In addition, CMS/MA integrations also enhance the speed of distributions, ensure the customers can receive the optimized information on time, reinforce the customers' experience strategies.
Problem 04

The Dilemma of Multichannel Support and Brand Consistency

Brand consistency can be broken down easily, when companies have to manage assets for different channels including printed materials and posts of social media.

Best Choice 04

Approval Workflow and Control Users' Operations

The guidelines and the official templates of the companies can be managed on CIERTO, and all the branches and agencies can take them as a reference when having a production. It ensures all the productions are having a consisted format, logo and design. And the approval workflow function and log tracking function helps admin to track any errors, and prevent the fraudulent use of unapproved data.

Merit 04

Increase the Creditability of the Company and Maintain Brand Image

Brand Consistency can be guaranteed when all the productions are sharing a same design and logo. And the approval workflow function and log tracking function ensure all the branches and agencies using the approved data/doing the correct works. It maintains the quality of productions and also increase the creditability of the company.