Client zone for Tatra Leasing
Company
Tatra Leasing, s. r. o.
Project Duration
12 months
Implemented System
Client portal with electronic signing
Notification center
Area
Financial leasing
Our customer
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 goals
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 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 zone for Tatra Leasing – a space where customers have everything important just a few clicks away.
Contracts, requests, documents, and messages – all neatly organized and available 24/7 from any device.
A key part of the solution is a fully digitalized signing process, allowing clients to sign contracts quickly, conveniently, and securely – without the need to visit a branch in person.
From a technological standpoint, we integrated the client zone solution into Tatra Bank’s hybrid infrastructure. The client zone allows customers to conclude contracts that are automatically archived in the bank’s document management system using a qualified electronic seal for long-term preservation, ensuring their long-term validity and trustworthiness.
The client zone 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.
Benefits for our client
The delivered solution brought several advantages to the client.
Relief for branches and staff
Reduces the need for in-person visits at branch offices.
Integration with Tatra Leasing systems
Easy expansion of the solution within existing infrastructure.
Reduced need for specialized hardware
No signature pads, USB, or NFC readers required.
Cost savings
Lower expenses for paper and printing.
Marketing tool
Enables targeted and personalized product and service offers for customers.
Time savings
Fast signing without the need to travel, and document storage without scanning.
Project complexity
Siza
4/6
Time
4/6
Finances
4/6
Complexity
4/6
What did our customer say about the solution?
“The result of the new client zone is an improved user experience for our clients and a simplification of processes within our company.”
– Zuzana Mišovičová Hámorošová, Senior Product Manager TL
Are you interested in a similar solution?
We will be happy to help you create a system tailored to your needs – from design to implementation.