Don’t Automate Your Financial Services Operations, Transform Them

The combination of razor-thin margins, heightened compliance and security requirements, and ever-increasing customer service requirements are putting a strain on the back-office operations of financial service organizations such as banks, insurers, mortgage lenders and brokerage firms.

Complicating matters is the explosion of information that financial service operation companies must manage and the increasingly diverse channels through which paper and electronic documents arrive. A major contributor to the soaring volume of paper documents and electronic forms is loads of paperwork required to comply with various government and industry regulations (e.g. disclosures and notices).

This white paper explains how intelligent information capture transforms financial application workflows and provides real-world examples of how financial organizations achieve these benefits.