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Financial Industries

Solution for Swiss Investment AG

Insa Investment AG automated the storage, organization, and protection of critical business documents without changing how their team works. With KORTO, they eliminated manual tasks, improved compliance, and made every file instantly accessible.
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Financial ECM

Meet Insa - Software for Wealth & Treasury Management

Installed at over 60 clients worldwide, Insa Software has become a trusted solution in the world of wealth management. Its core system combines powerful functionality with ease of use.

Insa makes it simple to consolidate portfolios across multiple banks, stay in control of compliance requirements like anti-money laundering, and generate professional, client-ready reports. With Insa, teams spend less time on manual tasks and more time on high-value work.

As their operations grew, so did the number of documents they needed to manage — from HR files and invoices to GDPR records and employee medical documents. The team knew they needed to move away from scattered folders and manual uploads, but wanted a solution that wouldn’t interrupt their daily work.

 
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Here’s what wasn’t working — and what KORTO set out to fix.

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The problem

Before using KORTO, Insa stored documents across email inboxes, shared folders, and desktops — often saved under unclear names, in the wrong place, or lost in long email threads. Searching for the right file wasted time, and keeping track of compliance requirements manually was becoming a risk.

What Are Data Retention Procedures

What changed for Insa?

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No more folder chaos

Files are auto-tagged and sorted. Employees no longer waste time uploading or organizing.

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Audit-ready in a few clicks

Finance and compliance teams can pull the right documents instantly, with a full history of changes and access.

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HR files under control

Medical records, payroll files, and GDPR-sensitive content are encrypted, access-controlled, and monitored with audit trails.

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More time for real work

Admin time across departments has dropped significantly — no more searching, renaming, or filing documents manually.

Full control over business documents across departments

Finance Department

Incoming and outgoing invoices
Expense reports and payment receipts
Project quotes and client offers

Human Resources

Employee contracts
Leave approvals
Payroll documents and calculations
Medical documentation

Legal and Compliance

GDPR documentation
Fully automated tagging for a footproof archive

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How KORTO Enhances Records Security

How did we do it for Insa

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Seamless integration with File systems

To kick off the integration, we connected Insa's existing file share and email systems, such as MS SharePoint and Exchange, to KORTO. This allowed KORTO to automatically pull documents and organize them without disrupting Insa’s daily operations. For maximum flexibility, files could also be manually added as needed, ensuring full control over the process.

Google Workspace
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Intelligent document tagging for easy categorization

Once KORTO was connected, it automatically categorized documents with system-generated tags. Insa’s team was then able to further refine and enhance these tags by adding custom labels, ensuring that files could be easily located and searched. KORTO’s AI-powered integrations also helped automate the tagging process, improving accuracy and reducing manual effort.

Categorize With Tags
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Automated retention management with Action Tags

To ensure compliance with data retention policies, Insa implemented action tags within KORTO. These tags triggered fully automated workflows, which tracked the lifecycle of documents — from creation to archiving or deletion. By automating these processes, Insa eliminated the risk of non-compliance and significantly reduced the time spent managing document retention.

Add Action Tags
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Strengthening Compliance and Security

With KORTO, Insa enhanced the security and compliance of their document management system. KORTO’s built-in activity logs provided full transparency into document access and changes, while granular access management ensured that only authorized personnel could view sensitive files. Electronic signatures, time stamps, and optional blockchain integration added an extra layer of security, ensuring that documents remained tamper-proof and compliant with industry regulations.

Improve Compliance And Security
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Streamlined Enterprise Content Management (ECM) Processes

Finally, Insa fully automated their Enterprise Content Management (ECM) processes using KORTO. By integrating KORTO with their existing workflows, Insa was able to automate time-consuming tasks, such as document categorization and retention, freeing up their teams to focus on more valuable work. This transformation significantly improved operational efficiency across the organization.

ECM Mavees
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Flexible enough to meet every teams's needs

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