Case Study Category: Financial Services

Customer Comms

Ad-hoc, bulk or system generated communication Automated document composition Mutli-channel delivery by customer preference Closed loop capture with inbound communications Create and maintain an audit trail Eliminate paper storage costs Store information securely Find the information you need quickly & easily…

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Legacy Archive

Asset tracking of boxes in transit and processing
Scan at our office or yours
Advanced automated classification and capture
Innovative pricing to realise savings immediately
Host documents and data in a secure EDMS

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HR Records

Scan HR files as a project or at point of use
Automatically extract & verify personnel info
Classify, collate and set retention by doctype
Digitally store and link to systems of record
Automate appending records with future docs

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Contract Management

Use standardised filing criteria to store contracts
Search contracts by both filing criteria & content
Link contracts to associated documents (e.g. quotes, PO’s) from CRM, MS Teams etc.
Automate alerts for necessary actions & reviews

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Contract Review

Capture key contract information (paper & digital)
Assign tasks according to dynamic rules
Easily track the status of a contract
Add notes & comments without changing the original to make decisions comprehensible

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Hybrid Mail

Send ad-hoc and bulk mail items to us via our hybrid mail system Apply digital letterheads & inserts on-the-fly Apply barcode intelligence for tracking & tracing Intelligently route to digital & traditional channels Eliminate data breaches Reduce costs Free up office…

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Contract Digitisation

Contract Digitisation Scan paper contracts into a digital PDF format Capture and key information, values and dates Make content searchable Store in a Document Management System Automate notifications for renewals tasks Eliminate paper storage costs Store information securely Find the information…

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Accounts Receivable

Capture invoice & credit notes at point of creation, Intelligently route to post, email & portal channels, Apply barcode intelligence for tracking & tracing and Automate the inclusion marketing enclosures

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Invoice Processing

Scan paper into a digital PDF format Monitor email inboxes, extract & convert to PDF Capture headline and line-item details Validate against PO systems Automate processing or deliver to systems Reduce invoice processing time & costs Eliminate paper storage Free up…

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Digital Inbound Mail

Scan paper Mail into a digital PDF format Monitor email inboxes and convert to PDF Classify correspondence & capture key info Distribute to recipients and systems Automate inbound correspondence processing Reduce mail processing time and costs Eliminate paper storage Free up…

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