Company
Tatra Leasing, s.r.o.
Project duration
12 month
Implemented system
Client portal with electronic signing
Notification center
Area
Financial leasing
Company
Tatra Leasing is a subsidiary of Tatra Banka with more than 30 years of experience in the leasing market. It offers its clients a wide portfolio of products ranging from various types of leasing to loans and installment sales. Tatra Leasing strives to provide its clients with universal, reliable, and comprehensive services with an individual approach based on their needs.
Our challenge and goal
Tatra Leasing designed a concept of a client zone that would allow customers to sign contracts online from the comfort of their homes without the need to visit a branch. Based on this concept and their specific requirements, we developed a solution – a comprehensive client portal that offers not only maximum convenience but also strong legal certainty thanks to fully integrated electronic signatures. The result is a platform where clients no longer need to go anywhere – everything can be handled online.
What does the client portal include?
- Creating requests
- Document management
- Personalized offers
- Communication with an operator
- Notification center for efficient information distribution
The biggest challenge of the project was the integration with existing systems and ensuring strict security standards as well as compliance with the European eIDAS 2.0 regulation, along with integration within Tatra Banka’s hybrid infrastructure.
The project also required significant time investment due to the need for thorough process and technical analysis.
Our solution
In response to growing customer expectations and the need for digitalization, we designed and successfully implemented a modern online client portal for Tatra Leasing – a space where customers have everything important just a few clicks away.
Contracts, applications, documents, and messages – all clearly organized and available 24/7 from any device.
A key part of the solution is a fully digitalized signing process that enables clients to sign contracts quickly, conveniently, and securely – without the need for an in-person branch visit.
- The client simply logs into their portal.
- Selects the document they need to sign.
- And completes the entire process electronically – securely, efficiently, and with full legal validity.
We used an advanced electronic signature for the client and a qualified signature with a qualified timestamp for Tatra Leasing, ensuring full legal compliance and maximum trust.
From a technological perspective, we integrated the client portal solution into Tatra Banka’s hybrid infrastructure. The client portal enables customers to conclude contracts that, once completed, are automatically archived in the bank’s document management system using a qualified seal for long-term preservation, ensuring their long-term validity and trustworthiness.
The client portal also includes a notification center for personalized communication, including email alerts and instant messages.
The result is a modern digital environment that saves time, money and human resources.
Project complexity
Size
4/6
Time
4/6
Finances
4/6
Complexity
4/6
Benefit for the customer
The provided solution has brought several benefits to the customer.
Relieving branches and staff
Reducing the need for in-person meetings at branches.
Cost savings
Reduction of expenses for paper and printing.
Limiting the need for specialized hardware
No requirement for signature tablets or USB/NFC readers.
Time savings
Fast signing without the need for travel, with documents stored directly in the institution’s DMS without scanning.
Marketing tool
Enables targeted and personalized offers of products and services to customers.
Integration into Tatra Leasing’s systems
Easy solution expansion.
