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CLIENTS
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Financial Services
 Financial institutions have been known to produce a document or two. Whether it's new account documentation, mortgage and loan processing or account reporting, paper is a big part of a financial institution's world. However, managing this paper with costly, time-consuming manual processes doesn't have to be.
DocIGroup has worked with many leading financial institutions, including banks, brokerage, wealth management, private equity, and hedge funds. From scanning to indexing to releasing to your content management application, we help get documents in faster than anyone on the planet, which allows you to:
- Reduce account opening activities by up to 80%
- Optimize the entire loan process, from origination through qualification to approval in one system
- Simplify compliance by providing a complete and auditable record of when a document entered the organization to when it was released to your back end system
Financial Services Features |
Financial Services Benefits |
Scan documents where they originate |
Open accounts faster, reduce lost paperwork |
Use technology to classify documents faster |
Reduce manual indexing activities |
Trace a document from when it enters your system to when it is archived |
Simplify audit compliance |
Provide documents to your customers upon demand |
Improve customer service responsiveness |
DocIGroup can take your paper processes and workflow and make them electronic. From our extensive experience with capture technologies, DocIGroup will enable your departments to work more efficiently. People get information faster, ultimately providing better customer service at a reduced cost. Contact us to learn how DocIGroup can help you slash your administrative costs and provide your customers with better service.
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