Case Study 1:

Financial Services

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The Customer

A leading credit agreement service provider to some of the UK’s leading retail outlets.
International banking group, operating in over 75 countries.

The Problem

  • The manual sorting, unitising and processing of new credit applications was slow and inefficient.
  • A lack of control measures in place to ensure Retention Policy adherence for stored credit application forms
  • The need to improve access and introduce a digital Archive Management solution to improve historical records control

What We Did

  • Introduced an integrated data capture solution involving the direct receipt of applications that are sorted, unitised and coded prior to scanning.
  • Review of stored documents against the customer’s Retention Policy, reducing the number of stored items from 220m to 78m
  • Flow AI hosted data warehouse and digital Archive Management solution to support the storage, search and retrieval of customer records

Services

  • Capture
  • Automation
  • Distribution
  • Store

What We Achieved

  • Increased document control and security.
  • Processing efficiency improvements through the introduction of AI-based workflows
  • Flexible service provision.
  • Automated adherence to Retention Policy and GDPR requirements
  • Overall cost of service savings
  • Greater service transparency to support audit and governance requirements
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