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.
Document composition
Document composition (CCM or Document Output Management) 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
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.
Frequently Asked Questions
Banking CCM refers to the automated management of customer communications: account statements, loan offers, transaction notifications, pricing conditions, and regulatory documents. It allows banks and asset management companies to generate and distribute these documents across multiple channels (paper, email, customer portals) with impeccable layout and large-scale personalization.
Document automation relies on a CCM solution integrated with your business systems, CRM, and ERP. It automatically generates documents from your data, in very high volumes, while ensuring compliance and personalization. The result: reduced processing times, lower operating costs, and an improved customer experience.
Compliance is achieved through controlled document models, complete traceability, and secure archiving. NAELAN solutions centralize the creation, validation, and lifecycle of banking documents and contracts, ensuring that every statement, loan offer, or agreement complies with current regulatory requirements.
NAELAN automates account statements, loan offers, transaction notices, tariff conditions, regulatory documents and information letters via CCM; commercial proposals and financing files via Proposal Management; as well as account agreements, credit contracts and partnership agreements via Contract Lifecycle Management.
A document management solution brings concrete benefits: reduced processing times, improved document clarity, enhanced regulatory compliance, optimized internal resources, lower operational costs and measurable return on investment, all in service of a better customer experience.