Success story ABN AMRO
ABN AMRO optimises credit attribution.
"The ITP Document Platform is designed to create tailored documents", says Rolf van Ede, project manager with ABN AMRO. "Using a standard XML interface with ITP, we were able to connect directly with the application in which account managers process credit requests and generate the resulting document interactively as a 'preview'. Because changes made to a credit request immediately appear in the preview, the user can confirm the completeness and correctness of the report in real time."
Within ABN AMRO the ESt Credits program focuses on making the necessary changes in systems and work processes to enable a modern and efficient credit application for commercial and private customers. Using this approach, bespoke credit applications become more and more standardised. Consequently, the delivery concept changes very rapidly from non-program lending to program lending. The implementation of a modern quotation generator fits perfectly within this framework. With Aia Software's ITP Document Platform as the basis, ABN AMRO created a solution that facilitates and accelerates the process. Moreover, model document and text block change request turn-around times were reduced from two months to just two days. Now the bank is able to respond with much greater agilityto changes in the market and legislation.
During the solution selection process it transpired that only the ITP Document Platform could fully satisfy the requirements. Another important reason to select ITP, was Aia Software's commitment to complete the project in the desired timeframe. In less than 4 months the ITP solution has been implemented at ABN AMRO. "A combination of a professional project approach and strong cooperative attitude meant that issues could be quickly resolved" says Robert Knoop, program manager.
Following that employees at the Quotation Desk can further edit and personalise the quotation through the ITP/Online interface. Users may only edit those parts of the ITP generated Word document which are 'unprotected', as defined by business requirements.. All this makes the solution fast and flexible. "It is undesirable that data retrieved from the Bank's application database can be edited manually. The system is built so that retrieved data fields cannot be changed. This also applies to certain textual content, which is mandatory for the Bank for legislative reasons. We are now able to produce personalised quotations for a customer, in the knowledge that the final documents are legally compliant."