Skip to main contentClick to view our Accessibility Statement or contact us with accessibility-related questions.
Bank with ornate statues

Case Studies: Banking and Financial Markets

At a time of fierce competition, banks are eager to improve customer satisfaction and loyalty.  A great place to start is with the processes that drive customer experiences. Think about the ways documents and data flow through your organisation, and how they touch customers.

We can help you reduce spending on document management to free up budget for other priorities. By making data in documents more accessible and searchable, as well as integrating paper and digital workflows and automating processes, you'll ultimately improve customer experiences. When you use this data to customise and personalise communications, you take the customer experience to a new level.

We’ve pulled together some examples of how we’ve helped our customers in the banking and finance business. These include:

  • Delivering consistent and brand-compliant printed documents, and enabling personalisation, by managing all digital printing services.

  • Making responses to customers quicker and more accurate by digitising all inbound mail, and creating a flexible electronic workflow.

  • Saving significant costs and supporting environmental protection goals by dramatically reducing the number of printers.

  • Speeding up deployment of in-branch marketing by implementing digital signage

You’ll probably recognise some of the challenges faced by these organisations. See how Groupama Banque, Lombard Odier, Eurasian Bank and others are solving business challenges with our services and solutions. Read our case study compendium to learn more.

View the Banking and Financial Markets Case Study Compendium

Download now

Aerial view of a city at night

Xerox® Global Document Services

Discover integrated business solutions from Xerox to redesign your work environments and optimise your business workflows.

Related Articles

  • Man printing from a print kiosk.

    IESE Business School Case Study

    Discover the strategic impact of Xerox Managed Print Services on a leading global business school, propelling the institution into a new era of digitisation while enhancing the student experience.

  • Doctor examining a child

    French Non-Profit Association Case Study

    See how Xerox helped boost productivity and accessibility for one of France's most significant non-profit organizations with the help of our Managed Print Services and Workflow Central Platform.

  • City at night with lights.

    Managed Print Services (MPS) Premier Webinar

    Join us for a Xerox Premier Webinar to learn how to create a more agile, future-ready workplace.

  • Person on iPad with pencil in hand.

    Urban Housing Case Study

    Learn how a large urban housing authority enhanced security, productivity, and sustainability through digital transformation. Discover the benefits of digitizing business records with Xerox’s Managed Print Services.

  • man holding tablet

    ARPA Case Study

    See how the State Department of Health streamlined their process to meet a critical ARPA deadline with the help of Xerox® Capture and Content Services.

  • Two employees in front of a whiteboard giving each other a high five

    2024 BLI Pacesetter Business Service Awards

    Discover how Keypoint Intelligence — Buyers Lab, Inc. (BLI) acknowledged our software's prowess in workflow automation, personalization, content management solutions, and digitization services.