Document scanning applicationFinancial services and solutions
What is Document scanning?
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?
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 documentduplication
Significantly reducing thecost of the entire workflow
On-Demand creation ofpersonalized material
Other advantages
No chance of document duplication
Handling by multiple points of contact is eliminated
This service include effortless tracking,
Convenient image retrieval from any Internet
connected device
Workflow of financial application
Complete processing operation includes documentreview and quality control
Automated document workflow processing
Ability to support distributed scanning environments
Electronic routing of document images betweendepartments :
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 archivalMagnetic 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 openingsystem 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
Core financial software services are of documentmanagement, you will gain faster access to data forresearch or follow-up.
You will be able to provide better service to yourcustomers, while providing smart access to businesspartners and auditors.
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-intensivequality driven process.
You may not have the required staffing to process amajor backfile conversion of confidential documents, andit can be costly to invest in a complicated documentimaging system.
In your financial software application, we provide allthe required people, hardware and software for a cost-effective, 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
Combining scanning, data recognition and workflow inone 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 reducedmanual handling.
“Titanium Square” 3rd Floor,Office No. B-302, S.G. Highway,
Beside Parsoli Motors. Nr. Thaltej Crossing, Ahmedabad – 380 054 Gujarat – India
Development Center
http://www.technoligent.com/contact.html