Digitize paper based processes, automate lending, operations and improve staff and branch productivity
In order to compete in today’s online and brick and mortar landscape, lending and banking institutions need to have a competitive advantage.
The goal is to digitize all paper based brokerage accounts, lending and banking operations business thereby getting the accounts opened faster, money invested sooner as well as making lending decisions sooner and meeting SLA’a.
Automate Forms and Applications and Build Workflows
Utilizing multi tabbed forms to capture and validate account information and build workflow solutions that are integrated with a Portfolio Management system for onboarding and servicing accounts in critical to success. Design goals should be to completely re-engineer paper based systems with a streamlined and automated solutions.
The result is reduced process time to onboard accounts and process applications. With new automated workflow processes, financial instutions are able to process more accounts and applications with the current staff.