Finance Services - Improve client services, reduce processing costs and increase efficiency
Streamline document-centric, time-and-information sensitive processes across your bank, brokerage firm or financial services company. From client-facing services for new account opening, loan processing and mortgage handling to administration for human resources and accounts payable, Spigraph has years of experience in delivering secure, cost-effective advanced scanning, capture and process solutions custom-built for the unique needs of financial services organizations.
Issues:
- Manual handling of client files for reviews and approvals delays time-critical processes
- Paper-based processes place sensitive client information at risk if documents are able to be viewed or handled by unauthorized personnel
- Repeat office visits to deliver additional documents for new accounts, mortgages or loans can be frustrating for clients
- New regulatory or compliancy requirements create additional tasks which – if not properly integrated with existing processes - can be burdensome for employees
Solution:
- Robust, best-of breed scanners for branch, departmental or centralized scanning
- Multi-channel, advanced capture technology for onboarding, classifying, indexing, routing and processing client files and other documents – all managed via a single platform
- Export data seamlessly and securely into any workflow, finance platform or business system
- Fully integrated with MS Office Suite, including SharePoint and Office365
- Powerful dashboards and analytics, enabling real-time access to customer and internal data
- Mobile capture enables documents and data to be captured in the field, securely uploaded and instantly available in critical business systems
Benefits:
- Streamline new account opening – for a bank account, loan, mortgage or credit application
- Capture information directly at the source of its creation and route it directly to the appropriate person or to a back office platform – eliminating paperwork and processing delays
- Reduce operating expenses by taking cost out of inefficient, manual processes
- Deliver better service at the start of a new client relationship, improving customer engagement
- One platform to scan, capture, manage and process all information – providing a single point of truth for business critical data
- Completely secure technology and auditable processes for managing data – fully compliant with business and industry regulatory requirements
Whitepaper: Customer Centric Capture in Banking and Financial Services
Learn about best industry practices and secure, efficient solutions for automating document-centric processes and streamlining business-critical workflows. The content of this whitepaper is based on interviews with key executives and stakeholders from leading European financial institutions
