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Transcript of APS Document Management Brodchure - EFS · PDF fileThe Complete Document Management ... daily...
FOR TEMENOS T24TM
TCF: Complementary Solution Provider - WINNER 2017
e stechnologyf OUTPUT & DOCUMENT MANAGEMENT
AUTOFORM
EFS Technology Ltd, 2 Burlington Park, Station Road, Foxton, Cambridge, CB22 6SAt: +44 (0)1223 872747 f: +44 (0)1223 873399 www.efstechnology.com [email protected]
Reg in England & Wales No. 2438041 VAT No. GB 538 412 153
11th July 2014
To Whom it may concern,
Sam Hubbard has completed a week of work experience at EFS Technology Ltd (7th – 11th July 2014),working as a Junior Graphic / Web Designer under my tutelage.
During this time he has proved himself an extremely capable young man, who was able to followinstruction, work to a brief and also work autonomously.
He has shown a real flair Adobe Photo Shop 5.5 andIllustrator, creating a number software. He has a keen eye for colourand image selection and company website with appropriateimagery from stock libraries.
In addition to learning basic able to carry out some routineadministration on the company recalculating <div> sizes where necessary.
He understands the basics recreate a digital copy of thecompany logo from a paper kerning.
He shows plenty of raw related disciplines. I would have nohesitation in recommending
Yours Sincerely,
Joseph FerroMarketing & Design ManagerEFS Technology
EFS Technology Ltd, 2 Burlington Park, Station Road, Foxton, Cambridge, CB22 6SAt: +44 (0)1223 872747 f: +44 (0)1223 873399 www.efstechnology.com [email protected]
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Sam Hubbard hhas completedompletedompletedmpletedl aaa week of work experience at EFSEFSSSFS TechnologyTTechnolTechnoT Ltttd (7th – 1working as a Junnioror G hiGraphicGraphic /// W bWebWeb D iDesignerDesigner dunderunder my t t ltutelagetutelage.
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He showsowssowsw plentyp of raw related disciplinhesitationtiotionoon in recommending
Yours Sincerely,SinceciSin
Joseph FerroFerFerFFerMarketingtingtingg & Design ManagergereEFS Technologyhh
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.XML
AUTOFORMThe Complete Document Management System
Archive & Retrieve from TEMENOS
Print TEMENOS Workflow
Client Letters / Statements
T24 ASCII / XML Output
Investment Reports /Portfolio Statements
GLOBUS OUTPUT DATA
Converted, Delivered & Archived by AUTOFORM LN
Create, Deliver & Archive
• Colour Documents
• Language Variations
• Marketing Messages
• Customer Specific Graphs
• Letters
Fax
Mortgage / Loan / Application Forms
SCANNED DOCUMENTS
Supports all major languages & character
sets
PDF HTMLXML RTF SMS
Print Preview PDF Email Fax XML Archive Workflow
AUTOFORM LN Provides:
A single interface to manage TEMENOS output and other ancillary IT applications
Consistently branded documents with regional variations
Dramatic cuts in inventory management & printing costs
Supports Asian, Arabic, Cyrillic & European character sets
Transaction driven letters which can be quickly updated to meet new legislation
Portfolio statements with graphical representation
Cut programming costsAUTOFORM significantly cuts the cost & time required to convert TEMENOS output into stunning multi-language
letters, statements and other banking documents. Our intelligent distribution can push your output to any number
of communication channels simultaneously, whether it's to network/local printers, email, fax, XML, SMS or web
browsers. Intuitive drag and drop data mapping tools make it easy to build any type of document, whilst the freedom
to create and customise your own overlays in any standard DTP or graphics package (MS Publisher, PowerPoint, Adobe
InDesign, etc), means you can quickly free up technical resources for other projects by allowing your marketing
or art department to control document design and replace or reduce pre-printed inventory. Alternative language
templates can also be easily localised by native speakers without any arduous or complex program changes or coding.
Worldwide identity - regional variationAUTOFORM LN makes it easy to maintain a consistent corporate image across all of your international documentation,
whilst conditionally managing the content to meet different language, legal and tax requirements. The results are
not only more attractive documents which enhance your corporate branding, but substantial cross company savings
by eliminating the expense and rigidity associated with pre-printed stationery or hard coded programming.
Mr Robert BransonGreen DriftRoystonHertsSG8 2RB
Dear Mr Branson
Thank You for Opening an Account With AUTOFORM Bank
Thank you for choosing AUTOFORM Bank PLC, the offset bank from the Bank Company Ltd. It’s a decision that we believe will bring you real benefi ts now and for many years to come.
You certainly have a lot to look forward to: attractive rates on all our products; interest calculated on the basis of daily balances; fi nancial fl exibility – and great service.
Our products are great in their own right – but they can work even better together. Thanks to our unique approach to banking, you can connect all our products in any combination to get your money working even harder for you.
We’re the only bank where you can offset your deposits against any kind of personal borrowing without having a mortgage with us. This means that, in return for forgoing interest on your current account and/or savings, you pay no interest on the equivalent amount you borrow. As your monthly payments aren’t affected, you could pay off your borrowings quicker. And as you aren’t receiving any interest, there’s no tax to pay. Alternatively, there is the choice of maximising – this is when you can earn borrowing rates of interest on the money you have in return for continuing to pay interest on your borrowings.
To fi nd out more about the benefi ts of this innovative and award-winning* approach, please visit our online demonstration at our website and select ‘How It Works’ from the Demos menu.
You can manage your fi nances 24 hours a day through our secure website. And whenever you need us, our friendly, knowledgeable teams are ready and waiting at one of the largest call centres in Europe.
Yours sincerely,
Peter Autoform Personal Banking Director
AUTOFORM Bank Banking Road Poundtown W1 7AR
Name: Mr Robert BransonBranch: Royston HertsSort Code: 20-16-29Number: 677344444
www.autoform-bank.com
IBAN: C8 26 AUTO 2014 3333 7619 11SWIFTBAC: AUTOB22
1st April 2011
Individual customer investment portfolio
statements with pie or bar charts
AUTOFORM BankBanking Road
Poundtown
W1 7AR
Name: Mr Robert BransonBranch: Royston HertsSort Code: 20-16-29Number: 677344444
www.autoform-bank.com
IBAN: C8 26 AUTO 2014 3333 7619 11SWIFTBAC: AUTOB22
1st April 2011
Mortgage ApplicationPersonal Details
Customer 1 Customer 2
Title Mr Title Mrs
Forename Robert Forename Roberta
Middle Name James Middle Name
Surname Branson Surname Branson
Gender Male Gender Female
Nationality English Nationality English
Telephone TelephoneHome 01763 245250 Home 01763 245250Work 01763 245222 Work 01763 245222Mobile 0785 106 2052 Mobile 0785 106 2052
Email [email protected] Email [email protected]
Date of Birth Date of Birth
Number of dependent 1 Number of dependent 1children children
Marital Status Married Marital Status Married
Do you smoke? No Do you smoke? No
Do you pay into a Yes Do you pay into a NoPension? Pension?
Present accommodation details
Customer 1 Customer 2
Current address 24 High Street Current address 24 High StreetRoyston RoystonHerts HertsSG8 5DY SG8 5DY
Time at address From: 1993 To: 2011 Time at address From: 1993 To: 2011
Present residential Present residential Homeownerstatus status
Correspondence CorrespondenceAddress Royston Address Royston
Herts HertsSG8 5DY SG8 5DY
23/01/2010
Homeowner
24 High Street,
21/01/2010
24 High Street,
Cut the Time to Create DocumentsPersonalise Improve Accuracy Enhance Corporate Image
Mortgage & loan letters direct from TEMENOS
with interchangeable paragraphs
Corporate Retail Wealth Management
Performance Analysis - Monthly and yearly performance
Monthly Performance
Period Start Value Net In / Outflow Eur End Value NOK Return % Cumulated return
5 Years Performance 31/12/2011 - 06/01/2016 Monthly Performance 31/12/2015 - 06/01/2016
Cumulated %Return %Return % Cumulated %
31/12/2015 - 06/01/2016 886,617,305.40 24,405.23 1.18 % 4.37 %897,142,225.71
Yearly Performance
Period Start Value Net In / Outflow EUR End Value NOK Return % Cumulated return
31/12/2015 - 06/01/2016 886,617,305.40 897,142,225.7124,405.23 1.18 % 27.93 %
31/12/2014 - 31/12/2015 847,016,402.44 886,617,305.4012,956,005.40 3.15 % 26.44 %
31/12/2013 - 31/12/2014 726,622,485.86 847,016,402.44115,670,870.42 0.65 % 22.58 %
31/12/2012 - 31/12/2013 659,721,811.18 726,622,485.8610,230,571.10 8.59 % 21.78 %
31/12/2011 - 31/12/2012 468,147,236.34 659,721,811.18161,847,225.33 6.35 % 12.15 %
Portfolio Overview - Allocation
Portfolio AllocationCategory Market value in NOK %
Asset Allocation
Currency ExposureCurrency Value in Currency Exposure in NOK %
Currency Exposure
Cash and Deposits
Fixed Income / Bonds
Equities
Total Assets
Accruals
FX
Total Net Asset Value
-303,599,316.46
1,147,218,905.65
57,696,829.12
901,316,418.31
7,134,158.24
-15,858,811.41
892,591,765.14
-33.68 %
127.28 %
6.40 %
100.00 %
NOK
USD
AUD
GBP
EUR
561,787,460.89
370,095,220.21
2,959.76
-373,884.27
-47,116,970.00
63.52 %
41.85 %
0.00 %
-0.04 %
-5.33 %
561,787,460.89
41,428,526.73
471.85
-28,723.50
-4,855,942.78
Figures shown are Trade Date based
Print Preview FunctionPrint to any device on your network
Print locally in branch
Internet Banking - print anywhere
TEMENOS T24 print preview window of the finished document
Giving you back controlWhether it's in-branch or at home, staff and customers will instantly benefit from our easy to use and seamlessly
integrated print preview function, giving them sharp, clear and perfectly formatted documents for review before printing.
� Instant PDF preview of the finished document
� Maintain your corporate branding and style across all your documentation
� Generate dynamic statements for printing online
Always adding valueThe advantages of our print preview function extend into the back office as well,
cutting down on resource overheads and administration by allowing you to:
� Print locally in branch
� Restore local print function when upgrading from desktop to the browser
environment
� Maintain branch level control over printers
Developed and tested in conjunction with TEMENOS software engineers, our solutions are used extensively by banks
across the world. With AUTOFORM LN you know you are in safe hands.
'Simplicity is the ultimate sophistication' Leonardo da Vinci
Intelligent digital distributionAUTOFORM LN can convert TEMENOS printed output to a range of file types which can then be delivered via the
recipient's chosen method, such as email, fax or XML. Other advantages include:
� Delivery 'To' & 'From' staff specific email addresses, for better customer relations and ease of response
� Inserts subject header line e.g. 'STATEMENT May 2012 From Your Bank Name.'
� Automatically attaches documents held in AUTOFORM Archive e.g. statements with copies of redeemed cheques
� Provide 'statement ready' email and SMS alerts for internet banking customers
Automates Mail Room TasksIn addition to automating digital distribution, AUTOFORM LN also offers a range of mail collation & print scheduling
facilities for COB requirements and outsourced printing.
� Print documents in name order, so that multiple account holders can receive statements in one envelope
� Prioritize time-critical documents for printing over non-urgent documents, regardless of when they were produced
� File copies can be held and printed in filing order at a convenient time. This prevents document loss when staff
are sharing printers
� Converts TEMENOS output to PDF ZIPPED files, ready for outsourced mailing houses
AUTOFORM LN Provides:
� Automated email and fax delivery, in addition to pre-sorted post
� Automated T24 to PDF conversion and PDF combining, allowing printing & mailing to be outsourced
� Eliminates multiple, same address, deliveries
� The opportunity to exchange document information using XML, PDF and the web
Printing & Broadcasting from T24Intelligent broadcasting from your banking network
broadcast channelsT24 output
high volumeEOD / COB
on demand internal external
secure pdfemail / xml / sms / fax
print schedule & sort
prin�ng tohighvolumeprinters
generate,view & printfinisheddocumentsin branch
sent toprint out-sourcingcompany
AUTOFORM DM Archive provides:
On-screen TEMENOS T24 integrated document, photo and signature retrieval
Sophisticated automatic indexing and cross referencing facilities
Fast access to document copies for reprinting or emailing
A document vault for customer's finance related documents
Instant TEMENOS T24 Document RetrievalWhen answering customer or audit queries, it is often necessary to refer to supporting documentation, but hard copies are simply too slow to retrieve and too cumbersome to store, especially in a modern banking environment. AUTOFORM DM Archive integrates seamlessly with TEMENOS T24 to overcome these difficulties, allowing any document to be viewed instantly from within a standard TEMENOS T24 enquiry screen.
AUTOFORM DM for TEMENOS Outgoing Documentation: As TEMENOS T24 generates a statement, investment report, letter or any other document, AUTOFORM DM automatically stores a copy in a fully indexed online archive. Searchable index keys can include the customer's name, date, account number, branch code or any other indices that TEMENOS T24 uses.
AUTOFORM DM for Incoming Mail: AUTOFORM LN can capture documents from scanners, email & fax servers. Alternatively, they can be dragged and dropped into the archive, from any desktop. AUTOFORM then uses data from TEMENOS T24 to index and link the document to any screen, for immediate retrieval with TEMENOS T24.
Technical Specification Web services integration technology
API integration with TCIB and TCMB
Web-browser viewing from TEMENOS T24 enquiry screens
LDAP access control
Archive is held on a central server allowing for remote or branch access
Accelerated business processingAUTOFORM DM gives all your staff instant access to the information they need, when they need it, at branch, regional, national and international level, saving you precious time and money on printing, circulating and storing hard copy documents.
Customer services: Customer queries can be immediately resolved with onscreen viewing of statements, correspondence and mortgage/loan agreements. Copy documents can also be e-mailed or faxed while the customer is still on the phone.
New accounts and loan decisions: documents are automatically circulated so that decisions can be made more quickly.
AML compliance: scans of supporting documents such as passports, signatures and photographs can be integrated into TEMENOS screens, for immediate viewing in the event of a query, audit or security check.
TEMENOS T24 Integrated ArchiveEverything you need at the touch of a button
Searching & Viewing
AUTOFORM LN's TEMENOS T24 suite adds 'drill down' document search & viewing facilities to any TEMENOS enquiry screen,
so that banking staff can instantly access document copies. The documents are returned from the AUTOFORM DM Archive
and presented on screen and can be printed, emailed or faxed.
Signature CaptureAny type of banking form can be generated and printed on-demand, for subsequent signing, scanning and archiving.
Alternatively, forms can be electronically generated and signed using a windows surface tablet or digital signature pad and
then automatically archived. Whether physically scanned, or digitally hand signed, AUTOFORM can extract the signature
from the document for reference purposes and automatically present it back through the single customer view screen in T24.
Ad-Hoc & Batch Scanning - In Branch or Head OfficeAUTOFORM DM's ad hoc scanning solutions for T24 are perfect for quickly capturing ID documents such as passports, driving
licences and utility bills during the customer on-boarding process and other customer facing situations. AUTOFORM DM also
provides batch scanning of documents (multi-page mortgage or loan application forms, contracts, deeds and letters) with
automated indexing for head office, regional hubs or in-branch. These documents typically need to be actioned / approved
and replied to and AUTOFORM integrates with Temenos' workflow products, thereby enabling a complete document handling
process.
Photo CaptureAUTOFORM also enables customer photographs to be incorporated into any TEMENOS enquiry screen. This allows for
new or existing customer's visual and personal identity documents to be captured and viewed alongside other details and
documentation. Photographs can be taken easily via a high resolution web-cam during account or loan application interviews.
Control Everything from TEMENOS T24 On-Boarding & ID Capture for New & Existing Customers
View any document in TEMENOS T24 or TCIB, quickly and
effortlessly.
Easily capture customer photos & signatures and view them in any branch, at the touch of a button.
EFS Technology Ltd, 2 Burlington Park, Station Road, Foxton, Cambridge, CB22 6SA, England Tel: +44 (0)1223 872747 [email protected]
www.efstechnology.com
We have worked in conjunction with TEMENOS to
develop a document management solution which
is fully integrated with T24, attaining full approval
for use in banks across the world. Our award
winning software makes it easy to work with
T24 data and quickly produce perfectly designed
and branded documentation, from customer
statements to investment summaries and financial
reports. With clients across the world operating
in every banking sector, AUTOFORM is a tried and
trusted solution for retail banking, microfinance,
private wealth management, universal banking,
credit unions, insurance, corporate banking,
Islamic banking and trade finance.