SharePoint Correspondence Management System for Financial Institution


Neologix was contacted to build a SharePoint Correspondence Management System for a financial institution.

Large Arab financial organisation needed an intranet portal in SharePoint to host all department collaboration and communication space.

They also wanted SharePoint to handle the internal and external correspondence of their organisation. They also wanted to use SharePoint as an inter-department communication and correspondence management tool

They wanted Nintex to handle communication workflows in their organisation. 

Do you want to digitise the internal and external correspondences using Sharepoint?

Take full control of all your internal and external correspondences! Track correspondence from a variety of different sources like scanned letters, emails, electronic documents, memos.

Solution and Services

SharePoint Correspondence Management System for a financial institution.

Business Benefits

  • Previously a manual and paper-based correspondence system, we converted to a digital correspondence system.
  • The correspondence management system delivered by us worked using correspondence templates, which ensure better standardising and streamlining of the administrative and financial process.
  • We implemented digital signatures and correspondence workflows. 
  • We implemented Barcodes to find information quickly.
  • Historical correspondences were archived.
  • Secure login and permission management to protect the security of data and information in the portal.
  • We improved communication and knowledge sharing between departments in a highly secure intranet with a user-friendly interface in SharePoint.
SharePoint Correspondence Management System for a financial institution.

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