Financial Institutions

Prospective customers expect instant results more than ever. They do not want to fax anything and they certainly do not want to drive down to an office to meet with your staff just to find out if you will provide them with a loan or other services.  Consumers want to fill out a form online, take a picture of any required documents, and email the “documents” to your organization, from their smartphone. They then expect to get an answer instantly. If you cannot do that, they are looking for someone that can.

This expectation is a great burden on the team processing requests, especially if they are still managing from and moving paper files around or storing electronic files on share drives, while striving to meet the consumer’s timeframe and expectation.

  • Does your team have the tools required to meet these expectations?
  • Do you have the tools to assist consumers like the competitor who is easily found on the internet?

As a financial institution, you rely on your core business platform to get work done. Nevertheless, right now, many financial institutions realize they lack document workflow capabilities beyond what their core banking platforms provide. Your competitors are finding that electronic document workflow can help them automate, optimize, and connect their business processes to handle customer service requests faster and more efficiently.

Faster answers mean fewer impatient, would-be customers being lost to competitors that can respond more quickly. The new system must be user friendly, and reliably provide documentation to internal and external stakeholders, including auditors and regulators.

Are you ready to stop relying on paper and share drives to connect your organization and make the right documents available for the right people to make the right decision quickly and easily? If so, contact us, and we will take the time to understand how your team works today and how we can help you satisfy customers in today’s world.

Call Us to Learn More at 1-800-968-8002