Giving customers a great banking experience
Established in 1971 as Transcomm Credit Union, MyLife MyFinance has grown into a niche customer-focused bank with a range of highly competitive products and services, including home and investment loans, savings and investment accounts.
With Airdocs, we’ve a very supportive provider. They have capable people with extensive experience, as well as great ideas and cool tech. Our implementation was best-in-class.
Zvonko Balic Chief Technology Officer MyLife MyFinance
Our challenge
In 2018, MyLife MyFinance identified our banking proposition needed to change. We had to reshape the business to better align with market trends, customer expectations and a highly competitive market.
We realised our current technology platforms simply would not support the growth and scale required to move forward. So, we embarked on a digital transformation programme to give our customers a great banking experience. New internet and mobile banking products and services, with self-service functionality, that put them in charge of their finances and suited their lifestyles.
Why Airdocs
Airdocs was an important part of our transformation. Their multi-channel delivery platform, Clever Correspondence, gave our customers the power to choose how they received correspondence or notifications from us – SMS, email or paper. It was something we had not been able to do before with one vendor.
We chose them because they were innovative and a good cultural fit. They had experienced people driving the business, the technology capability and their product was fit for purpose, easy to integrate and competitively priced.
Nimble and agile in their approach, they understood the importance of incremental delivery to a niche bank. The typical ‘big bang’ approach favoured by traditional software vendors was not going to be fast enough for our aggressive timeframes.
A great result
Execution was smooth. Airdocs were proactive, guiding us with insights and advice every step of the way and very accommodating and supportive of delays outside of their control. Plus, they were very responsive helping us to resolve issues without making a big deal.
The reality is that with any technology project it does not matter how much planning you do, it is when things go wrong, that you really rely on the relationship and the people. As a material service provider to MyLife MyFinance, Airdocs lived up to our high expectations.
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“Airdocs’ Clever Correspondence platform does not feel like a bunch of cobbled together products like other, more traditional vendors in the CCM space. It had been designed with organisations like ours in mind: to make it simple for us to create and deliver mass communications, customised to each person, and sent according to preference (e.g., digitally or in print).”
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“We’ve saved tens of thousands of dollars in administrative costs alone, not to mention that Airdocs makes our brand look better.”
“They were integral to the creation of our new statement, to us being able to show clients that their money matters and can make a difference in the world.”
“When you engage with Airdocs it’s a conversation about you. What you’re trying to do and how they can best serve you. It’s about ‘How can we help?’ and ‘Let’s find a way.’ It’s energetic and always solution focused.”
With Airdocs, it’s not just a one-way street where we provide requirements and they do the work for us. They give us helpful recommendations, insights and clarity to think about what’s next for our business and how we can continue to improve our offering.
Get started with a demo from an Airdocs representative
Experience how easy it is to automate and manage the delivery of operational, marketing and contractual documents to your entire client base.
- Tick all boxes: compliance, tracking, archives
- Safely customise documents on the fly
- Digitally sign all correspondence
- Make customers feel special
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