



Lead the way in banking innovation! Strengthen your agility and competitiveness in the face of evolving industry challenges by using ECM Elise.
Multichannel capture, combined with innovative AI-powered technologies, enables the decommissioning of information silos and addresses the need for cross-functional document management (EDM).
Centralize all of your documents, regardless of format or source (paper, emails, online forms, mobile apps, etc.). These documents are then seamlessly integrated into our Elise solution, where they are processed using advanced AI-powered technologies and our powerful document intelligence system.
Mass document capture with AI-powered services for data identification and extraction.
Tools for retrieving and consolidating existing documents in Elise, eliminating silos.
Handling large document volumes with an efficient queue management system.
AI-driven intelligent data extraction and identification.
Data enrichment through integration with your banking system (via the client file).
Automatic classification of documents with a 360° view of the customer file.
Data collection through custom forms integrated into your IS, with automatic document generation.
A 360° view of the customer file enhances efficiency and responsiveness right from the initial contact and throughout the request process. By centralizing key data, banks optimize their processes, adjust services to customer needs, and strengthen security with faster fraud detection.
Thanks to our AI assistant, managers can interact with the customer file in real time, facilitating faster and more accurate decision-making. Enriched with data from your banking system, this file provides a comprehensive view of the customer, making it easier to manage complex situations. Whether it’s monitoring risks, handling collections, or dealing with disputes, AI streamlines processes by offering precise, contextualized responses.
Automating document and business processes using advanced technologies simplifies and optimizes repetitive, low-value tasks.
These technologies reduce human error in manual processes, improve traceability, and provide enhanced control over both processes and documents. Automation also streamlines subscriptions and interactions, providing clearer visibility into business activities. Among these advanced technologies :
Our intuitive Business Process Management (BPM) solution lets you personalize workflows and expand Elise’s usage independently.
Automate customer onboarding processes for improved traceability and follow-up.
Automate the full lifecycle of legal processes—from creation to validation and signing, to communication with external parties (lawyers, suppliers, etc.).
Automate management of BODACC flows.
Digitize your incoming and outgoing mail.
Optimizing file processing through document digitization simplifies and accelerates workflows for both clients and managers.
Automating document checks and verifying file completeness (collection, authentication, and supporting document verification) enables quicker and more accurate decision-making for processes such as account opening, loan applications, claims management, or client data updates during periodic reviews.
Automating processes with workflows ensures smooth and consistent management of banking file instructions. Orchestrating each step—from information gathering to decision-making—helps coordinate teams and ensures transparent, rapid file tracking.
Regulatory compliance and transaction security require rigorous identity management. The Know Your Customer (KYC) process ensures clients’ identities are legitimate and compliant.
AI plays a crucial role in decision-making for granting banking services. By enabling automatic file assessments (content recognition and supporting document verification), AI helps make faster and more accurate decisions.
Clients are increasingly seeking simplicity and autonomy in their banking services. A fully digital journey meets these expectations by automating exchanges and streamlining the process.
This ensures optimal responsiveness, increases customer satisfaction, and builds loyalty, particularly in the face of neobank competition. This modern and seamless approach strengthens the institution’s image, while offering a frictionless experience and instant responses.
With risks of counterfeiting, falsification, and identity theft, it's essential to implement tools that can quickly detect document anomalies.
Integrating trusted digital solutions like KYC, electronic signatures, and archiving with probative value ensures secure document flows while guaranteeing integrity, confidentiality, and traceability. In an increasingly complex environment (with more content, participants, and interactions), this proactive approach helps mitigate risks and prevent fraud.
With advanced control tools, Elise guarantees document authentication and protection from unauthorized changes. Full traceability is maintained, providing complete visibility into actions taken and preserving proof at every step of a transaction.
For large volumes of sensitive documents, ensuring their integrity and availability during audits or disputes is critical. Elise stores these documents securely, ensuring their legal compliance, integrity, and traceability throughout their lifecycle
Our Elise solution reinvents your bank's operations, enabling you to navigate nimbly through an ever-changing landscape while ensuring optimal document management. Key benefits include :
with improved responsiveness and efficiency.
(including processing and fraud-related expenses).
through automation, allowing them to focus on high-value work.
over operations for more agile management.
for data exchanges and information protection.
between departments, branches, and headquarters.
Contact us to schedule a personalized meeting with one of our experts: we'll assess your needs, answer your questions, and offer solutions tailored to your project.
The development of our platform was essential if we were to achieve our objectives in terms of digitising our processes, both for our internal procedures and for our exchanges with our partners.
Another of Elise's strengths is its ability to facilitate teleworking. Thanks to this solution, the mail department can now effectively manage mail flows remotely. This increased flexibility responds to changing working patterns and helps to maintain operational continuity even when away from traditional premises.
In 2016, we turned to NeoLedge for their Elise solution. We chose NeoLedge because, among its competitors, it was the company that we felt listened best to us and was best suited to CAVAMAC's size and needs.
Since then, the BRC has been processing an average of 1,500 scanned paper documents per month, and all postal mail is distributed via Elise. All staff have an Elise account, and 114 of them have been delegated electronic signatures via Elise Flow.
No matter your sector, our content management and process optimization solutions are designed to address your unique challenges and needs, ensuring the highest level of efficiency.
To fuel our expansion and meet the growing market demand, we’ve chosen to utilize two key distribution networks. These channels enable us to broaden our reach and provide solutions suited to each business type.
By partnering with buying groups, we can deploy our solutions more efficiently and on a larger scale, all while keeping prices competitive.