New Account On-Boarding

New Account On-Boarding Solutions from DocIGroup Being able to assure that you have all account documentation can represent a significant challenge for any financial services firm. Having a system that can scan and classify these documents reduces client onboarding timeframes as well as simplifies regulatory compliance activities. These solutions ultimately result in better customer service and reduced risk.

DocIGroup provides document management solutions to streamline and automate these processes. Documents get scanned and classified automatically through the use of leading edge technologies. We then integrate with your back end systems, enabling you to get your clients up and running quickly. Whether you have one location or hundreds of offices, we can deploy a capture solution that eliminates your reduces paper management costs.

New Account On-Boarding Features	New Account On-Boarding Benefits
Import documents quickly	Reduce customer onboarding time
Automatically classify documents	Simplify document indexing activities
Use existing copier or scanner capabilities	Leverage existing office equipment infrastructure
Touch documents once	Good for both existing records and day forward activities
Capture email, fax or paper	Accommodate the needs of all new accounts

DocIGroup is a Platinum Kofax, Kodak and ABBYY reseller, providing our clients with access to the latest money-saving software solutions. Contact us for a complimentary on-site demo and we'll run your new account onboarding documents through our system to show you how onboarding shouldn't have to feel like waterboarding.

Solutions		Services
Invoice Processing Claims Processing Medical Records Mortgage Processing New Accounts	Wealth Management Distributed Capture Capture Workflow Automation Document Management	Email Capture & Integration Document Conversion SharePoint Integration	ERP Integration Accounting/Financial Integration Disaster Recovery IT Outsourcing

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