eBook: Automated, Intelligent Workflows for Full- and Self-Service Channels

A bank or credit union’s success is synonymous with the pace of their ability to innovate and embrace practical, modern technology. However, aging infrastructure and paper-heavy, manual labor is often the biggest obstacle hindering their progress, forcing employees to complete the manual data keying, document identification, classification, and indexing across the institution. What’s more, financial institutions face a challenge of managing growing volumes of structured and unstructured data from varying sources and making this information accessible. Without the proper tools, valuable data sits idle, where it cannot be leveraged to enhance customer or member services or improve products and processes.

True innovation resides within an ECM / EIM system that affords financial institutions, their staff, and leadership greater flexibility and freedom to tailor sophisticated workflows that match the institution’s unique needs, maximizing enterprise-wide accessibility to data and ROI. By leveraging intelligent capabilities, banks and credit unions benefit from more than just document or content management, including automatic routing and data extraction - making all types of information accessible, reportable, and indexable - optimizing business processes and garnering powerful efficiency.