01The company
Banca di Filottrano was founded in 1952.
It operates in 13 municipalities in the provinces of Ancona and Macerata, with 19 bank branches.
In 2018, its members approved joining the Iccrea Banking Group.
02The challenge
The bank wanted to overcome the limitations of its old intranet and make company documents easier to find and consult.
It needed to share financial product sheets quickly to support sales activities and check compliance with policies and regulations, in line with Bank of Italy requirements.
03The project with JARVIS
Document management brings together product sheets, property records, legislation, regulations and staff onboarding materials in electronic form, with search, sharing and version history.
Ticketing supports the internal help desk, purchasing, workflows and mortgages.
It made it possible to automate some processes, including internal loan renegotiations.
The company directory brings together staff contacts and branch presence information.
People can find the information they need to contact the right colleague.
Customisations include private and group messaging and a panel for booking rooms and equipment.
04What changed
Finding information became faster and tasks took less time.
Connecting processes simplified everyday work and improved internal collaboration.
The project included staff training and contributed to a more positive working environment.