Case Study: Invest Bank S.A. achieves faster credit verification and higher loan throughput with DocuWare

Invest Bank S.A. - Customer Case Study

Invest Bank S.A., a Poznan-based retail bank serving over 200,000 customers, needed to modernize its loan-document workflow. Handling roughly 100 credit applications a day, the bank sought a flexible, easily configurable document management system that would accelerate credit verification, centralize records across subsidiaries, integrate with its Ultimus BPM process automation, and preserve customer privacy and security.

DocuWare was deployed as a centrally indexed, scanned document repository with secure browser access and seamless Ultimus integration, installed in under two months. Employees can retrieve and file credit applications and associated forms by a single access number, enabling processing of about 1,500 applications (≈7,500 documents) per month, dramatically reducing verification time, improving information sharing and approvals, and supporting scalable branch expansion while maintaining compliance and security.

Invest Bank S.A.

Jacek Mañkowski

IT Specialist