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Brouillées Busines Personnes

Solutions for
banking & finance

In a banking and financial sector undergoing a digital transformation, where competition is fierce and regulations increasingly demanding, mastery of customer communication and document processes is a decisive advantage.

 

NAELAN supports banks, management companies and fintechs in modernizing their documents, contracts and commercial proposals.

Our solutions integrate directly with your business systems, CRM, ERP, websites and mobile applications, to automate document production for your employees, customers and partners, while guaranteeing personalization, compliance and speed of execution.

Our expertise

NAELAN offers three complementary areas of expertise to meet the specific needs of the banking and financial sectors.

Composition de documents

Document composition (or CCM) allows you to automatically generate account statements, loan offers, transaction notices, pricing conditions, regulatory documents, newsletters, etc., with impeccable layout quality and very high-volume multi-channel distribution (paper, email, customer portals).

Proposal Management

Proposal Management accelerates the preparation of commercial proposals (simple or complex) such as investment offers, financing files or responses to institutional calls for tender, while ensuring consistency and quality of content.

Contract Management

Contract Lifecycle Management optimizes the creation, validation and management of the contract lifecycle: account agreements, credit contracts, partnership agreements, with precise monitoring and secure archiving in compliance with regulatory requirements.

Benefits

NAELAN solutions provide financial institutions with concrete benefits:

An improved customer experience

Improved document quality and clarity

Reduction of document processing times

Strengthening regulatory compliance

Optimization of internal resources

Reduction of operational costs

A measurable return on investment

Olivier LEBLEU.jpg

By choosing NAELAN, you are opting for a strategic partner capable of modernizing your document processes, securing your exchanges and strengthening your competitiveness in a banking and financial environment where every interaction counts.

Olivier LEBLEU, Sales & Marketing Director

Our customers

We work with more than 1,700 clients worldwide in the fields of banking, insurance, telecoms, industry, public services, healthcare, education, as well as numerous integrators and publishers of CRM, ERP and business software.

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