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Improve customer satisfaction HP Information Workflow Solutions for Banking

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Brochure | HP Information Workflow Solutions for Banking

Stay flexible, get personalBanks thrive and grow by moving in step with their customers. Whether account holders walk into one of your local branches or log in to your website, they expect consistent, highly personal service and a hassle-free experience.

Using the information you’ve gained from past interactions with customers to align with their current needs is crucial. You can use that information to cross-sell higher-value transactions and expand customer relationships. You cannot afford to leave important details about your customer relationships trapped in paper documents or bogged down by tedious, manual processes.

HP can help you stay attuned to your customers with customizable, end-to-end information workflow solutions designed specifically for banking.

Using HP technology, you can:

• Deliver more convenient and satisfying customer experiences across channels and branches.

• Drive personalized content to your customers through flexible communication channels—so they get the right information, the way they want it.

• Meet customer expectations for fast, easy, accurate, and more secure service, so patrons continue doing business with you.

• Improve data security, tracking, and protection to help meet regulatory and government compliance requirements.

• Help cut costs, streamline document workflows, and track information by digitizing paper-based processes and automating manual tasks.

Exceed customer expectationsIntegrated technology from HP, a worldwide leader and trusted partner, can help you innovate business processes, meet increasingly stringent regulatory requirements, and operate more efficiently to reduce costs—all while helping to retain customers and win new business.

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The HP approachHP Information Workflow Solutions for Banking combine hardware, software, services, and consulting to span the enterprise. These tailored, fully integrated solutions can help you:

• Transform your customers’ experiences and expand market share through personalized, flexible communications and multi-channel access to products and services.

• Protect your customers’ privacy and information assets and effectively meet regulatory requirements, strengthen security, and safeguard data.

• Streamline operations, cut costs, and reduce the potential for errors by automating paper-intensive workflows and data-entry tasks.

Offer high-level customer experiencesDramatic advances in Internet and mobile device channels are expanding customers’ banking options and reshaping how they prefer to communicate with their financial institutions. Our solutions help you communicate clearly and directly with customers. You can also reduce the processing time of difficult, time-consuming tasks, like filling out application forms, and make account information available to customers around the clock.

We provide tools to automate document handling, so you’re more free to interact with customers and explore new ways to meet their needs. When it comes to marketing, HP solutions put you in the driver’s seat, enabling you to create compelling, timely communications that can bring new business on board and make existing customers feel proud of their bank.

HP Account Opening Accelerator for BankingOpening a new account can involve a lot of paper and be time-intensive for you and your customers. The HP Account Opening Accelerator for Banking helps you deliver efficient, no-nonsense service in the crucial beginning stages of a new customer interaction. This solution automates and digitizes your manual, paper-based account opening process to help lower costs, reduce errors, and improve the customer experience.

For example, a branch representative simply captures a customer’s information and signature card using a solution-enabled HP device, which digitally archives the data and can set activities, such as check issuance, into motion. The electronic record is accessible to other branch locations, customer service departments, and call centers. Meanwhile, customers can leave the bank with a printed copy of their bank account information in hand or choose to receive their copy through email, the web, standard mail, or another channel. They also have the assurance that their personal information is stored securely and accurately. And the streamlined process helps save you time and money.

Learn morehp.com/go/accountopeningaccelerator

Brochure | HP Information Workflow Solutions for Banking

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Brochure | HP Information Workflow Solutions for Banking

HP and Partner Mobile Printing SolutionsToday’s branch employees and customers want the ability to access and print banking information whenever, however, and wherever they need to. Using HP JetAdvantage Connect1 and HP PrinterOn Enterprise, your employees and customers can easily send documents and data from a smartphone, tablet, or desktop PC to any enabled printer.

HP JetAdvantage Connect and PrinterOn Enterprise enable secure, behind-the-firewall printing within a corporate cloud. Your regional managers or auditors who frequently travel between branches can access and print reports, account summaries, and other documents—virtually wherever and whenever they need the most-up-to-date information.

Learn more hp.com/go/JetAdvantageConnect

Help secure data, simplify complianceBanks in the 21st century face two simple realities—tightened oversight of lending and the need to protect customer information. Dealing with both sets of issues can pull you away from your customers and into time-consuming, paper-swamped practices.

HP solutions for data governance and e-discovery help you to mitigate risk by responding faster to compliance audits and records requests. These solutions are designed to help banking organizations:

• Choose from a range of tools that facilitate identity management and user authentication.

• Create and support a controlled print environment that’s easy to use and offers all the tools required to safeguard devices and data output.

• Simplify compliance tasks through electronic audit trails and document archiving.

HP Access Control Printing SolutionsOne way to control your imaging and printing expenses is to make employees more accountable for how they use equipment, supplies, and other resources. HP Access Control is a convenient authentication solution for local, mobile, and remote users that can help you create and manage usage policies, reinforce security, and reduce costs. With HP Access Control, you can enable pull printing to protect documents, and easily establish authentication measures for a particular branch or across your organization. Along with controlling which employees are allowed to use specific printers or scanners, you can also set limits on the use of specific device functions, such as printing checks or color documents.

Learn more hp.com/go/hpac

HP Check Printing Security SolutionsMinimize the risk of fraud and counterfeiting, while eliminating the need to store books of preprinted checks at bank branches. Check printing security solutions from HP and its partners can help you maintain tight control over print operations and prevent tampering with finished checks. We provide tools that extend security to a variety of applications, including distributed and on-demand check issuance. Lockable input trays on HP printers help prevent unauthorized access to sensitive data or preprinted check paper loaded in the device. We also offer special magnetic ink character recognition (MICR) security toner that helps protect text and graphics on preprinted checks by introducing a red stain to the document if someone attempts to alter it.

Learn morehp.com/go/secureprinting

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HP Capture and RouteHelp improve document security and support regulatory compliance by enabling users to easily convert paper documents into a variety of digital formats. HP Capture and Route makes it a simple one-button step to route information to customers when and where they need it. Capturing digital information supports record retention and privacy requirements, helps increase document security, and encourages paper conservation. Plus, these scalable solutions can be configured and deployed to branches as needed.

Learn morehp.com/go/captureandroute

HP Compliant Document Capture Solution for Financial ServicesRegulatory compliance demands can get overwhelming—especially when your employees have to assemble the necessary documentation using nonintegrated devices, software, and services. HP Compliant Document Capture Solution for Financial Services provides a complete solution for scanning, archiving, and tracking sensitive documents and correspondence to assist you with regulatory needs. It includes tools for automating document-capture tasks to reduce paper traffic, increase security, and improve access to information. HP’s network-based configuration can help you address regulatory mandates faster and more cost-effectively, as well as adapt more quickly and easily to changes in regulatory requirements by managing related tasks from one central location.

Learn moreHP Compliant Document Capture Solution

Build a better back officeBy simplifying and optimizing your technology infrastructure, you can reduce your monthly operating costs, improve workflow efficiency, and increase accuracy. When you convert paper-based tasks into digital workflows, the benefits extend from streamlining core banking processes, to reducing manual document handling, to opening new accounts faster and more easily.

HP can help—with solutions that convert paper processes to digital, cut paper consumption, automate manual processes, track and report imaging and printing spending, and streamline recycling and disposal practices.

Brochure | HP Information Workflow Solutions for Banking

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HP Loan Origination AcceleratorThis solution enables you to streamline the loan process by reducing the need for manual data entry—helping to reduce both time and costs, and improving your customers’ experiences. Combined with networked HP multifunction printers (MFPs) and specialized software for customer communication, HP Loan Origination Accelerator can expedite the entire process. Employees can automatically enter data from a customer’s account records in the loan application and easily submit forms for processing. HP Loan Origination Accelerator also handles closing and post-closing tasks, such as document fulfillment and archival.

Learn more HP Loan Origination Accelerator

HP solutions for marketing and production optimizationHP provides software and professional services to help you improve document production and marketing results. By optimizing back-end document creation and output, our solutions help you create professional-quality materials that make a greater impact. With more efficient processes in place, you can free up resources for mission-critical projects that enhance your brand and extend your reach. We can also help you streamline marketing and communication processes to deliver more relevant, meaningful customer-facing materials and campaigns while helping to reduce costs and time to market.

These solutions enable you to:

• Manage customer communications from design through multichannel delivery, within a single platform—eliminating redundant systems and accelerating production.

• Incorporate customer insights and tailor materials at the local level to achieve higher-impact marketing.

• Replace costly capital expense outlays with print-on-demand solutions that can use operational funds.

• Support on-demand production printing, digital displays, smartphones, tablets, and personalized email communications.

Learn morehp.com/go/productionprint

Brochure | HP Information Workflow Solutions for Banking

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Brochure | HP Information Workflow Solutions for Banking

HP Managed Print Services (MPS)Information and documents are the lifeblood of banking transactions, so having a reliable printing and imaging fleet is vital for normal business function. If printers or scanners go down, inefficiency and lapses in productivity can ripple through an organization, causing delays and missed opportunities.

HP MPS provides a comprehensive solution for managing imaging and printing devices, mitigating the risks—both operational and environmental—associated with in-house management.

HP MPS helps companies to:

• Meet important operational and environmental goals by simplifying print management, streamlining recycling and disposal, saving energy and paper, reducing carbon footprint, and reducing costs.

• Develop a customized print strategy that can lower overall internal costs, reduce maintenance burdens on employees, and align business operations with environmental sustainability targets.

• Centralize the imaging and printing infrastructure and simplify document access and printing across the organization—without worry.

• Extend the life of devices, increase uptime, and preserve the value of this critical infrastructure investment.

Why HP MPS?If your imaging and printing infrastructure consists of too much equipment and too many systems scattered over disparate locations, you’re not alone. Yet such an inflexible environment can place unnecessary stress on your resources and budget. What’s more, lack of control over your data and documents can negatively impact security, compliance, and most importantly— service to your customers.

Through HP Managed Print Services, organizations like yours are strengthening their competitive position by increasing productivity, enhancing security, improving environmental stewardship, lowering operational costs, and re-investing for future growth. They are turning their imaging and printing assets into a business advantage.

We invite you to partner with HP—an industry-recognized global MPS leader—to streamline the flow of documents and information that drive your business. By choosing HP, you can count on:

Complete solutions. With end-to-end solutions and services, HP works with you to identify and address your specific needs today and into the future.

Unsurpassed expertise. HP has more than 25 years of experience with imaging and printing in enterprise environments.

Global reach. With IT professionals in 170 countries, HP has the resources to address your organization’s needs around the world.

Industry leadership. HP is recognized as a global leader in imaging and printing, an industry leader in network and infrastructure management, and an organization with a strong commitment to environmental sustainability.

Learn morehp.com/go/mps

Brochure | HP Information Workflow Solutions for BankingBrochure | HP Information Workflow Solutions for Banking

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1 HP JetAdvantage Connect works with leading mobile devices. A one-time plug-in must be installed for devices running Android™ operating system. For details and a list of supported operating systems, see hp.com/go/JetAdvantageConnect.

2 Claims based on Forbes 2018 – Global 2000 World’s Leading Companies, published June 6, 2018; HP Internal Data.

© Copyright 2015, 2018-2019 HP Development Company, L.P. The information contained herein is subject to change without notice. The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.

Android is a trademark of Google Inc.

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Stand out with outstanding service Drawing on more than 35 years of experience in the financial services industry, HP provides comprehensive, end-to-end solutions that can transform the way you do business. As a global leader in document technology, we deliver tailored solutions that enable you to automate workflows, simplify compliance, and improve data security.

HP offers a wide range of training, consulting, and technical support services to maximize your investment. Working together, HP can help you increase customer satisfaction to get ahead—and stay there—in today’s competitive and rapidly changing financial services environment.

Why HP?For more than 50 years, HP has been partnering with leading banking, financial services, and insurance organizations, supplying the technical expertise and business savvy required to help position these companies at the forefront of their industry. Today, industry analysts rank HP as a leading provider of information technology and services to the financial services and insurance industries. In fact, 8 of the top 10 financial services and insurance companies are HP Managed Print Services customers.2

HP also provides a wide range of products and services to the industry that help our customers reach their goals, from mission-critical processing to best-in-class testing, monitoring, security, and analytics—along with the infrastructure that supports it.

We will take the time to understand your specific needs and create a plan to help optimize your fleet, ensure data and document security, and manage your evolving workplace.

Get startedContact your local HP representative to:

• Set up a workshop with us to assess your specific business needs.

• Establish a plan to implement the best solution for today and into the future.

• Identify an environmental approach that can help your organization save money.

Learn morehp.com/go/fsiworkflow