Financial Services

Large quantities of paper and electronic documents are produced daily by mortgage companies and banks that support everything from loan processing and teller transactions to daily reports. Electronic document capture and management solutions can help Banks, Credit Unions and Mortgage Companies centrally control their documentation to create scalable and cost effective operations.

Loan Dilligence
  • Automated Loan Classification
  • Loan Aquistion Processing
  • Loan Service Requests
  • Secure Loan Archive for Customer Services
  • Easily Access Documents from Third Party Systems
Banking Services
  • Teller Solutions (ID, eReceipts)
  • Customer Account Storage
  • Statement Import
  • Financial Report Processing
  • Easy Integration with Banking Systems
Investment Services
  • Capture Customer Documents from a number of sources
  • Store and Access Fund Management documents
  • Automated document Classification and Review
  • Records Retention