Beverley Building Society is East Yorkshire’s only independent, mutual financial institution. Founded in 1866, it stands as one of the UK’s longest-established societies and is entirely owned by its members rather than corporate shareholders.
Operating from a single branch, it provides straightforward mortgage options and competitive savings accounts, prioritising personal customer service.
"The implementation of DocuWare has been transformational, removing traditional paper processes, improving speed of processing for customers and greater working flexibility for colleagues..." Kevin Mowles - COO
The Challenges
As Beverley Building Society continued to grow, it faced a challenge common to many successful organisations: the manual processes, paperwork and data validation activities that had supported its earlier expansion were beginning to slow momentum. Processes that had once been manageable were becoming increasingly time-consuming, creating unnecessary administrative effort for employees and making it harder to maintain the speed, accuracy and consistency required across customer-facing services.
- Increasing amounts of paperwork related to both mortgage and loan processes.
- Several systems to interrogate during the lifetime of an application.
- A need to maintain compliance across the growing paper trail.
- Ensuring timely repsonses and follow ups.
- Physical storage.
Our solution
- DocuWare Cloud system
- Integrated Workflows
- Intelligent Indexing OCR
- ConnectToMail
- External and Internal systems integration
- Vertosuite automated accounts payable
By designing and implementing a bespoke DocuWare Cloud solution Anota has helped the team at Beverley Building Society to focus on providing exceptional customer service, backed with systems that enable to the focus on what they do best -delivering financial solutions to their clients.
ANOTA and Beverley Building Society worked in close partnership to deliver a versatile, scalable automation solution that is the perfect foundation for continued growth.
"The implementation of DocuWare has been transformational, removing traditional paper processes, improving speed of processing for customers and greater working flexibility for colleagues. This delivery has been impactful in so many ways, creating efficiency, strengthening operational resilience, enhancing governance, and improving customer service. By digitising workflows and automating approvals, we have established robust audit trails and reduced reliance on physical office presence for key decision-making activities. Colleagues can now access customer records and historical documentation within seconds, enabling faster resolution of customer enquiries and supporting a more flexible and efficient way of working." Kevin Mowles - COO
1 Photo by Adil Khan Marwat: https://www.pexels.com/photo/a-pile-of-old-paper-files-17846111/
2 Photo by Kampus Production: https://www.pexels.com/photo/photo-of-workspace-with-two-monitors-and-keyboard-on-table-8353774/
Working with Anota
"Anota have been an outstanding partner throughout our DocuWare journey, taking the time to understand our unique requirements and translating them into solutions that work for our organisation. As a highly regulated business, achieving the right balance between functionality, compliance, and usability is critical. Anota consistently demonstrated a collaborative and proactive approach, working closely with us to develop compliant, well-designed solutions and finding practical ways to turn our ideas into reality." Hanna Mickiewicz - Change Lead
