Solution for Swiss Investment AG
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.
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.
Files are auto-tagged and sorted. Employees no longer waste time uploading or organizing.
Finance and compliance teams can pull the right documents instantly, with a full history of changes and access.
Medical records, payroll files, and GDPR-sensitive content are encrypted, access-controlled, and monitored with audit trails.
Admin time across departments has dropped significantly — no more searching, renaming, or filing documents manually.
Replace your cumbersome folder hierarchies with our simple-to-use software that adds tags to your documents (images, scans, and videos included!) and automates filing.
When all files go to the same spot, you can't misplace them. Looking for a subcontractor estimate from an old project? An instant search with a few tags, and voilà!
Avoid siloing information and parallel filing systems within your organization. KORTO can ensure the required access according to user roles, lines of business, and function.
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.
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.
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.
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.
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.
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