Customer Stories

Avanza Solutions Leverages Dynamsoft's Document Scanning SDK in Banking CRM Application Used Daily by a Thousand+ Personnel.

Avanza logo

Industry

Financial, Banking

Product

Dynamic Web TWAIN

Technology

Banking CRM,
Web based document scanning

Key Requirements

  • Robust and simple document scanning functionality

Snapshot

In business for over 15 years, Avanza Solutions provides e-Business and e-Banking solutions to more than 300 clients in over 45 countries. Award-winning solutions include web and software applications for self-service banking and transaction processing, customer service and experience, and business automation and collaboration.

One such application is the company's Unison CRM solution for banking. It is an enterprise-wide web-based application used by banks for several key capabilities. It provides customer interaction management and integrates with a bank's legacy systems.

As with many application providers, building a robust application often requires components that are too time-consuming, expensive, or difficult to build in-house. For this application, it was the document scanning functionality. This was a key component in automating manual document workflows related to customer transactions. Understanding it needed a powerful yet simple-to-use document scanning module.

About Avanza Solutions

With over 15 years of experience, Avanza Solutions provides financial services technology solutions to more than 300 clients in more than 45 countries. Award-winning solutions include web and software applications for self-service banking and transaction processing, customer service and experience, and business automation and collaboration.

Avanza Solutions has over 500 product deployments that have processed more than eight million transactions daily across 7,500 terminals. The company has a team of 250 experts worldwide to provide its clients with the resources they need to succeed.

In business for over 15 years

Services technology solutions to more than 300 clients in more than 45 countries

Technology Requirements

One of Avanza Solutions' products is its Unison CRM solution. This is an enterprise-wide web-based application used by banks for several key capabilities. It provides customer interaction management and integrates with a bank's legacy systems. One key component of this application is automating manual document workflows related to customer transactions. This includes anything from statements to general customer communications. E-form management was seen as crucial to delivering a total banking CRM solution. Regulations often call for paper-based documents to be digitally scanned and maintained for basic records-keeping or audits.

Building a robust application often requires components that are too time-consuming, expensive, or difficult to build in-house. In this case, it was the document scanning functionality. Building just this component requires immense expertise. Some standards are hundreds of pages long to deal with. Coding can also be thousands of lines on top of existing code. Then there is the cost of maintaining support for this component on top of others. For most shops, document scanning is too critical to go it alone.

Implementation

Avanza Solutions required a robust and simple document scanning module for its Unison CRM application. Avanza Solutions researched software development kits (SDK) to secure this capability off the shelf. After some research and testing of a few SDKs, it settled on Dynamsoft. Five Unison team members from Avanza Solutions were involved in deciding upon the SDK and integrating it with the Unison CRM application.

avanza

As a result, it took just four months to build the Unison CRM application. Without Dynamsoft's SDK, it could have taken more than a year. The SDK not only saved immense time, but it also saved on immense additional development costs.

Return on investment

Building a document scanning module would have taken a month, but with Dynamsoft's SDK, it was only a matter of integrating it with the Unison application. So, the SDK saved immense time. It also saved on immense additional development costs and technical support costs. Application expansion plans are in the works and the Avanza Solutions team is confident Dynamsoft's SDK will seamlessly scale as needed.

"Maintaining focus on core application capabilities is critical for any software shop. Dynamsoft's Dynamic Web TWAIN SDK ensured we were able to stay focused on our customer's needs. In the end, this meant we could achieve customer satisfaction and revenue sooner than would otherwise be possible."

– Muhammad Sohail, Account Manager for Avanza Solutions.

About Dynamic Web TWAIN

Dynamsoft’s Dynamic Web TWAIN is an enterprise-grade SDK. It allows developers to create browser-based document scanning applications. Dynamic Web TWAIN offers simple built-in interfaces to access local imaging devices from web pages. With just a few lines of code, a developer can implement an application to scan documents via any popular web browser like Chrome, Safari, Firefox, etc.

The SDK also has built-in support for image editing features like crop, rotate, mirror, contrast, brightness, and more. Users can export or upload various popular file formats and use common transfer protocols to save captures to local or network repositories.

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