BANKING SECTOR

Canon solution for personal investment plan publication.

Canon has a well-earned reputation as a partner who solves legal sector customers’ unique challenges, using the expertise in our dedicated legal industry organisation and our solutions designed specifically for the legal sector.

“We talk your language and understand your needs”

Your challenges.Manually creating personal investment plans can become time-consuming and costly:

• Locating hard copy documents and sharing them with colleagues can delay the completion of customers’ investment plans

• Rekeying information from paper documents into individual investment plans may consume valuable staff resource

• Outsourcing the creation and printing of investment plans can be costly

• Customisation of investment plans can be challenging if forms are pre-printed in batches

• Storing personal investment plans in hard copy format in-branch is expensive

• Your customer service standards and competitiveness may be affected if personal investment plans are slow to generate

“ Banking institutions lose one out of every 20 paper documents and spend 25 hours recreating each lost document.” (InfoTrends, 2008)

Paper document storage costs: • €1 per document to store• €1 per document to retrieve (InfoTrends, 2008)

Reduce operating costs and enhance customer service – with Canon’s personal investment plan publication solution.

Canon has a well-earned reputation as a partner who solves banking customers’ unique challenges using an expert blend of industry knowledge and dedicated banking solutions.

“We talk your language and understand your needs”

The solution.Personal investment plan publication

Your clients’ personal investment plan reports created in-house – quickly and cost-effectively

Your benefits.• Enhance customer service by delivering professional completed reports in record time

• Improve efficiency by printing personalised investment plans on-demand

• Increase profitability and your capacity for growth by reducing the need for physical archiving and storage space

• Boost your competitiveness and profitability through the smarter use of staff time

• Raise quality standards and impress your clients by creating professional-looking documents in-house

REPORT

Collate multi-formats and sources documents and

create the final personal investment plan report

Print and booklet binding – report ready to be given to the client

Brochure about bank servicesand cost (.pdf) and front/back

cover of the report

Scan paper documents(e.g. customer’s ID,

customer’s proof of address)

Spreadsheet withannual interest

rates and bonuses

BANK

Canon Inc.www.canon.com

Canon Europe. www.canon-europe.com

English-UK Edition 00000 © Canon Europe Ltd 2010