Document scanning application Financial services and solutions
What is Document scanning? ďƒ˜ Scanning is a process by which a document (primarily paper, although any medium can be used) is converted from a human-readable format to a computer-readable digital image file.
Who use this? ďƒ˜ Many of the financial services and solutions provider institutions want to convert customer documents like loan, credit and other records to digital format because they understand the tremendous benefits to paperless
file systems.
Reason to do this? However, with so many documents and complex filing structures, it can be hard to know where to begin. No fear of loosing or burning or tearing important documents by mistake. Easy to operate from anywhere...
When to do document scanning? Frequently applied to new account document processing, this service also has complete functionality to automate many other manual processing operations including
Stock plan administration, House holding processing, Retirement plan processing, ACAT processing,
Margin account processing
Other advantages No chance of document duplication
Significantly reducing the cost of the entire workflow
On-Demand creation of personalized material
Other advantages No chance of document duplication
Handling by multiple points of contact is eliminated This service include effortless tracking, Convenient
image
connected device
retrieval
from
any
Internet
Workflow of financial application Complete processing operation includes document review and quality control Automated document workflow processing Ability to support distributed scanning environments Electronic routing of document images between departments : New accounts department Branch operations
Compliance, legal operations, IRA, Margin, ACAT departments
Workflow of financial application Centralized processing facility acts as: Mailroom Scanning and indexing operation
Image archival Magnetic Disk Optical
Interface with document tracking systems Interface with existing products and services Fulfillment systems Internal databases
Workflow of financial application Electronic document processing Interface with existing electronic forms applications
Development and support of automated new account opening system to meet your unique requirements
Browser-based workflow Browser-based retrieval of document images Real-time management reporting system Productivity tracking Quality tracking
Key Benefits ďƒ˜ Core financial software services are of document management, you will gain faster access to data for research or follow-up. ďƒ˜ You will be able to provide better service to your customers, while providing smart access to business partners and auditors. ďƒ˜ Automatically create important disaster recovery files
Key Benefits Improved efficiency of document processing Quicker turnaround of documents Not susceptible to volume fluctuations
Significant reduction in client’s mailroom processing Elimination of existing microfilm environment Reduction in document storage costs
Improved cost control and containment Fully scalable operation as volumes increase Processing that adheres to regulatory requirements
Customized Backfile Document Scanning Scanning and indexing paper files is a labor-intensive quality driven process. You may not have the required staffing to process a major backfile conversion of confidential documents, and it can be costly to invest in a complicated document imaging system.
In your financial software application, we provide all the required people, hardware and software for a costeffective, quality conversion process.
Customized Backfile Document Scanning Scan all of your paper files, including: Credit applications Loan files DDA files Signature cards Investment files
Work for you ďƒ˜ Combining scanning, data recognition and workflow in one end-to-end solution makes the movement of text, data and image files faster, easier, and more accurate, which results in improved customer service and reduced manual handling.
Development Center “Titanium Square” 3rd Floor, Office No. B-302, S.G. Highway, Beside Parsoli Motors. Nr. Thaltej Crossing, Ahmedabad – 380 054 Gujarat – India
info@technoligent.com
http://www.technoligent.com/contact.html