Digitizing the banking experience

Digitizing bank reception refers to a set of devices and protocols, such as electronic identification cards, biometric readers or physical checks, used to manage and restrict authorized entries to specific areas, thus ensuring protection against theft, intrusion, data confidentiality and the safety of individuals and visitors within the banking establishment.

The benefits of digitizing the onboarding process in the banking sector.

Implementing a system to digitize the way visitors are greeted at banks offers a number of important advantages for the banking establishment, but also for customers and visitors.

Visitor control and personalized identification

The digitized bank reception system ensures that only legitimately authorized visitors and employees enter restricted areas of the bank, playing a key role in reinforcing security and confidentiality measures surrounding bank-related activities, by limiting access to authorized individuals only, thus helping to prevent the risk of unwanted intrusions.

Professional greeting of visitors at reception

As banking is a sensitive and regulated sector, digitizing the reception area guarantees an efficient and secure welcome for visitors, by providing them with a complete set of required information. For example, you can require visitors to sign or consult a confidentiality document before entering the premises. In this way, reception teams can guide visitors and customers to the right people or areas in an organized and controlled way, facilitating their experience while guaranteeing the safety and relevance of their movements within the premises.

Positive image of the bank's headquarters among visitors

By digitizing the bank's reception area, the bank demonstrates its unwavering commitment to security, and creates a positive perception among visitors by emphasizing the crucial importance of protecting sensitive information and the integrity of banking operations. Such an image reinforces the bank's credibility and fosters greater confidence among customers and staff visiting bank premises.

Traceability of visits to banking establishments

Digitizing reception at banks offers the possibility of meticulously logging and tracing the passage of external individuals, providing a precise audit trail for security reasons, while also enabling meticulous monitoring of interactions with visitors or employees, reinforcing the establishment's ability to guarantee the safety of premises within banks and maintain transparent and secure business relationships.

Functionalities of a digital banking reception solution

Digitizing the reception of visitors to a bank's head office offers a host of functionalities designed to ensure secure entry, efficient presence management and a professional welcome.

Pre-registration of bank visitors

Digitizing the welcome at banks includes a feature enabling visitors' hosts to pre-register them online, offering a fast-track check-in procedure on arrival by reducing waiting times, while improving the efficiency of the welcome process within banks. This pre-registration process can also be carried out independently by visitors online.

Real-time notifications and alerts

The system, which digitizes reception at banks, instantly sends e-mail notifications to hosts or security managers as soon as visitors arrive, providing an immediate response capability in the event of a problematic or emergency situation, enabling proactive, reactive management of potential incidents such as an unexpected wait at bank headquarters.

Conditional access to bank reception area

The system for digitizing reception at banks offers the possibility of defining precise parameters for visitor access, taking into account various criteria such as the time of day, days of the week or particular events, thus establishing personalized rules for each situation and guaranteeing fine, adaptive control of access to specific areas inside bank buildings.

Identity check at reception

Thanks to the solution for digitizing bank reception, it implements advanced authentication methods such as the use of sophisticated biometric devices. Reception staff simply scan machine-readable IDs to verify and register visitors' identities, ensuring compliance with security protocols established at reception.

Automatic recording of inputs and outputs

Digitizing bank reception enables meticulous traceability of visitors' movements. The digitized visitor management solution accurately records arrival and departure times. This exhaustive, forgery-proof documentation is essential for security purposes, enabling detailed tracking of movements within bank premises to ensure the protection of people and sensitive data.

Personalized visitor welcome

The system for digitizing reception at banks offers the flexibility to personalize the welcome of visitors by taking into account their individual profiles or previous visit history, thus creating a customized, user-friendly experience tailored to their specific needs, helping to improve visitor and customer satisfaction and strengthen relations with the banking establishment.

Archiving data from past visits

The digitized bank reception system methodically and securely stores details of previous visits, in line with the company's defined data management policy, offering the possibility of consulting and analyzing this data, which is invaluable for generating detailed reports, carrying out comprehensive audits and ensuring compliance with bank standards and regulations.

User-friendly, intuitive interface

The visitor management solution aims to offer visitors a unique experience by proactively guiding them through the various phases of the check-in process, providing them with detailed information on the banking establishment's security policies, and guiding them precisely to their desired destinations, thus fostering a smooth and secure interaction as they pass through the reception area.

In conclusion, why are bank head offices choosing to digitize their reception areas?

Head offices dedicated to banks have chosen to digitalize their reception for visitors because of the tool's potential to enhance security, streamline access management, offer improved traceability of movements and guarantee confidentiality of sensitive data, while aligning with the evolution of technologies. This approach, leveraging advanced systems, integrated with an access control policy and tool, appears to represent the future of highly secure visitor management, offering a more effective and adaptable solution to the changing security and visitor management needs of the banking sector.