Sector >
BANK & SERVICE
Operational excellence starts with your documents
From composition to validation, each document is produced and processed faster, more safely and with all the traceability necessary to prepare for the future thanks to our platform.
Between regulatory requirements and internal flows, ensuring speed and reliability is a daily challenge.
Contracts, customer files, HR documents, accounting documents and regulatory supporting documents circulate between numerous departments.
Without appropriate tools, their creation, validation and follow-up are time-consuming and increase the risk of errors or delays.
Create the document architecture that helps you achieve operational excellence.
In a sector where regulatory compliance and operational efficiency are crucial, we support banking institutions and financial services companies in their digital transformation.
-80%
of document processing time
100%
compliance with regulatory requirements
1 FTE
To manage all the desktop publishing
I am an administrator, designer and supervisor at the same time, so it works almost by itself. We have been working with Efalia since the last migration of our core banking in 2015. We find the project team responsive and competent.
Julien Thomassey
Application engineer
Our solutions designed for finance and services
Efalia Compose | Desktop publishing for the banking sector
Automate the creation of your financial and regulatory documents while ensuring compliance and consistency of your brand image.
Your teams save time, reduce the risk of error and ensure flawless documentary follow-up for each customer.
Discover the composition of documents >
Your teams save time, reduce the risk of error and ensure flawless documentary follow-up for each customer.
GED Finance | Centralize and secure your documents
Centralize all your financial documents with maximum security and a global vision that facilitates the investigation and follow-up of files.
Connect your EDM to your ecosystem to make it the source of documentary truth, up-to-date and connected to all your business tools
Discover GED Finance >Connect your EDM to your ecosystem to make it the source of documentary truth, up-to-date and connected to all your business tools
Structuring your data and controlling your documentary IS means preparing for the arrival of AI
By centralizing your documents, processes and metadata in a controlled environment, you gain in compliance and agility. This solid structure becomes the foundation for your digital transformation and the future integration of AI.
Discover EDM IA >
The success of a project
It passes By what by whom?
Integrations
Our software is API first, so you can connect them easily with your ecosystem or we can develop it ^_^
Accompaniment
Start with a pilot on a service, prepare for change management, train your teams... Our project managers are there to help you!
NEWS
The latest news from Efalia
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September 10, 2025
September 4, 2025
State of South Dakota (Department of Social Services) Expands Efalia ECM utilization
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September 10, 2025
September 2, 2025
Efalia ECM & Black Hills Electric Co-op : Over 12,000 Records to Store
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September 10, 2025
September 1, 2025
Lincoln County, South Dakota : A successful document management transformation with Efalia ECM
Read the article