Xeres is a document, template, and report generating platform offering the highest level of quality and usability. Its engine produces portable end-user documentation including texts and graphics from structured data streams. Documents and reports can be easily customized to include any type face, logo, graphics, barcode, watermark and can be delivered in any format, from print to XML or PDF.

Xeres has been expressively created in order to give a straight answer to banks and private banks on both reporting and legal documents’ problematics:

In banks and especially private banks, the client is central and comes first. The level of service expected by these demanding and financially wise customers is crucial as it reflects the bank’s image. Xeres Client Reporting will generate any kind of documents, ranging from simple account statements to fully fledged portfolio valuations, with high quality output. Show your clients your professionalism with outstanding client reports.

With this solution, impress your clients not only with the offset quality generated, but most importantly with the rich information content, pooled data from any internal systems, such as portfolio management system, back-office, data warehouse etc.  The reports can then be generated either on demand, automatically or as part of large end of month batch printing, allowing you full control of the delivered communication.

- Client reporting of offset quality
- Automated secure archiving
- Corporate identity integration
- Full international support (including non latin alphabets)
- Open data source architecture
- Highly scalable
- Industry standard native PDF and XML support

- Produces high performance offset quality reporting
- Leverages client relationship
- Integrates with the bank’s core systems

 

Xeres Legal Documents is a solution that enables bank employees to fill out automatically generated client legal documents, such as account opening forms, with the capability to add marks such as barcodes, 2d Matrix or alpha-numeric codes. These marks will then be used during the scanning process after the documents have been completed and signed, thus allowing automatic fail proof identification and safe archiving. Generated documents can take part in workflow processes such as four eyes validation or more complex validation scenari.

Incorporating this solution in your day-to-day banking activities will not only reduce error entries and ensuring optimum data protection but will also increase the productivity of your back-office staff. Xeres Legal Documents optimizes your legal document structure in order to minimize the amount of redundant data that the client has to enter.

- Generate documents based on easy to build templates
- Securely manage legal documents lifecycle
- Link with existing data feeds
- Automatic capture of documents prior to printing
- Integrate with workflow services

- Easy setup and administration
- Enter client data once (and only once)
- Improves productivity
- Greatly minimizes input errors
- High security level

 

Xeres Client Reporting and Xeres Legal Documents solutions can easily be deployed on all Microsoft Windows platforms. It is developed using the latest generation technology C# . Net. The entire solution is based on a Service Oriented Architecture (SOA) and provides open database capabilities and connectors for leading back office systems.

The entire New Access’ products and solutions range is fully compatible and cross functional.
We give your infrastructure the possibility of bridging CRM data, documents, portfolios and reporting systems.