In a world where financial services are increasingly digitized, the ability to create, manage, and deliver personalized, accessible documents to millions of customers is no longer a luxury — it’s a necessity. Recently, one of Israel’s largest credit card companies made a strategic decision to transform its entire customer document lifecycle using Consist’s powerful document generation and accessibility solution.
At the heart of this project is PB Digital, Consist’s advanced digital document management system. The platform is responsible for designing and generating all customer-facing documents — from statements and contracts to regulatory communications — with full automation, branding consistency, and real-time integration into the organization’s core systems.
But it doesn’t stop there. Embedded seamlessly into PB Digital is the NAGIX accessibility engine, ensuring that every document generated is compliant with global accessibility standards such as PDF/UA, meeting both the legal requirements and the moral obligation to communicate inclusively with every customer.
A Nationwide Implementation for Millions of Customers
This implementation spans the entire organization and supports the delivery of hundreds of thousands of documents per month. Whether it’s a payment confirmation, policy update, or legal disclosure, the documents are automatically produced, personalized, and delivered via multiple digital channels, including email, SMS, and secure online portals.
Through PB Digital, the institution gains:
- Fully automated document generation
- Dynamic branding and formatting
- Channel-agnostic delivery (web, mobile, email, SMS)
- Real-time logging and audit trail management
- Seamless integration with CRM and core banking systems
And with NAGIX working in the background, every document is:
- Fully accessible to people with disabilities
- Generated in PDF/UA format
- Screen reader–friendly
- Compliant with both local accessibility laws and international regulations (including the European Accessibility Act, ADA, and Israel’s Equal Rights for Persons with Disabilities Law)
Trusted by a Leader in Financial Services
When one of the country’s most security-conscious and regulation-bound financial institutions entrusts its customer document infrastructure to a single system, it sends a clear message to the market: this solution is robust, scalable, and trustworthy.
Choosing Consist’s PB Digital with NAGIX (the entire suite of digital documents products is called MAGNUM) is not only a matter of compliance. It’s a strategic move toward building stronger customer relationships, reducing operational costs, and making information accessible — for everyone.
A Model for Global Institutions
This successful deployment in Israel serves as a blueprint for banks, insurers, and government agencies around the world. It proves that scalable digital transformation is possible without compromising on accessibility, compliance, or user experience.
Whether you’re managing thousands or millions of customer communications, PB Digital with the NAGIX accessibility engine NAGIX offers a future-proof solution that meets the highest standards of digital integrity.
For more information, please contact:
ofirg@consist.co.il
+972 50-933-5544
NAGIX by Consist – Accessible Documents, Done Right
