Financial Institution Incorporates Enterprise Level Visitor Management at Corporate Headquarters and Regional Offices

Overview: 

Prior to the pandemic, ADVANTIDGE worked with a regional security integrator to implement a new visitor management solution for a financial institution. With over a decade spent building this relationship, ADVANTIDGE provided expertise on complex identification solutions, enabling the integrator to bring increased value to their customers. Consequently, they’ve implemented everything from secure badge issuance, mobile ID, multi-tech RFID cards for legacy upgrades, and visitor management for their clientele.

 

Challenge: 

The security integration partner initially engaged ADVANTIDGE to find a high-volume identity management system for their end user’s financial institution. The end user had multiple banking offices throughout the west coast. They were focused on securing their headquarters, and one of their regional offices that dealt with high employee and visitor traffic.

The integrator had spent a lot of time addressing employee security concerns. They wanted to ensure that their client’s physical access control system gave them visibility and confirmation that only authorized users gained access to secured areas. ADVANTIDGE focused on the end user’s concerns around security, efficiency, and compliance in handling visitors who come to their offices through our consultative approaches. Additionally, they wanted to ensure IT could have control over the rollout and management of the visitor management solutions. Lastly, the end-user was wary of budget constraints but did not want to sacrifice the quality of the products and services.

Solutions:

Upon completion of a technical assessment and gap analysis, ADVANTIDGE recommended HID EasyLobby Visitor Management. Compared to other cloud-based Saas options, this solution was the best on-prem software that the end user would own and control entirely. This allowed the financial institution to budget for the upfront cost and minimize annual expenses beyond the software maintenance and support agreements. 

ADVANTIDGE recommended the eAdvance option so that visitors could pre-register online via a secure web portal, and remain contactless during check-in. This was even prior to the pandemic when contactless check-in became imperative. 

The end user also requested driver’s license scanners that could snap a photo and auto-populate key data fields to the visitor database within seconds. This way, reception could proactively verify a visitor’s identity, and eliminate human error caused by manual data entry.

ADVANTIDGE also recommended ID printers so that visitors were issued an official temporary badge to authorize their entry into the facility. The full solution included technical support for network installation, a shared visitor database between locations, and professional training for system configuration and end-user administration.  

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Nearly two years later as the pandemic began to ease, the integrator came back to ADVANTIDGE for assistance as the financial institution was preparing to reopen its offices. This meant expanding the visitor management solution so that additional locations could utilize the same automation for processing visitors. With ADVANTIDGE visitor management solutions, they were able to maintain compliance with COVID19 guidelines and FINRA, which governs security protocols for banks and financial institutions.

Contact ADVANTIDGE today to upgrade your Visitor Management System for a more secure future.