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The specialists of Soft Xpansion Professional Services have many years of experience in developing and implementing modern automation solutions for banks, insurance companies, investment and mutual funds, leasing companies, clearing organizations and other banking and financial institutions. In this case, decisions can be adjusted according to the current legislation of the country.


Automation of business processes in banking and finance

Automation of general management processes: automation of paper work (processing of input / output and internal documentation), management of contracts (automated creation, approval, signing and control of contracts execution), automation of processes for approval of service documentation (approval of standard documents, creation of own routes of document approval and execution of orders).

Banking automation: automation of credit administration processes, automation of currency control units, automation of processing of payment orders, automation of retail lending, automation of lending to small, medium and large corporate business, and others.


Automation of administrative and economic activity of banks and financial institutions: automation of internal approvals and various types of corporate applications, including applications for ordering negotiation rooms and equipment, ordering a car, applications for repairs and indoor cleaning, for arranging business trips, scanning documents, ordering lunch etc.

Automation of personnel management and control of executive discipline: automation of applications for personnel search, on job descriptions, applications for leave and approval of vacation schedules, applications for transfer of staff within the institution, dismissal of an employee and a travel document, information management system for applications for training of staff, employee account (provides access to user tasks, documents, processes and working information), meeting management.


Automation of financial planning in institutions of the banking and financial sector

Legally significant document flow for banks and financial institutions. The system allows you to quickly coordinate, instantly sign, securely exchange and store in the system various electronic documents that are fully legally valid and recognized as originals whereby guaranteeing their authenticity and integrity.

Portal solutions for the banking and financial sector. Powerful, and at the same time, flexible solutions aimed at ensuring effective intra-corporate interaction, optimizing the workflow, simplifying communications in the decision-making process, automating assignments and control over their implementation at all levels of management:

  • Internal corporate portal
  • Portal of the Supervisory Board
  • Portal of business analytics (based on Microsoft Power BI platform)
  • Portal of project interaction, etc
Electronic archives. Centralized repositories of electronic documents that have a clear archival structure and provide convenient access, quick search and secure storage of huge amount of files. In the Soft Xpansion Professional Services portfolio:

  • General archive of documents
  • Archive of normative reference information
  • Archive of client cases and operations
  • Archives of legal documentation and court cases
  • Archive of business partners and clients
  • Archive of primary accounting and financial documentation, etc

Service and consulting. Soft Xpansion Professional Services offers consulting services, preparation of a technical task and development of infrastructure projects, development and customization of solutions, or customization of a typical customer solution, warranty support, service and technical support after implementing software solutions and products.

Technologies. Soft Xpansion Professional Services offers solutions based on software platforms: Abbyy, Alfresco, DocsVision, OpenText Documentum, FileNet, K2, Microsoft SharePoint, EMC Captiva, PDF Xpansion, etc.