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FINANCIAL SERVICES

Whether you are a regional bank or a loan office, digitising paper-intensive processes by using document capture will create efficiency for your business. 

FINANCIAL SERVICES

Whether you are a regional bank or a loan office, digitising paper-intensive processes by using document capture will create efficiency for your business.

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Benefits for The Financial Services
Cost Saving

Perhaps the most obvious, yet the most certain benefit of going digital are the cost savings associated with it. When you use paper forms, your costs increase. Utilisation of space, the safety of these forms, printing costs, stationery costs, and other varied costs are cut down when you go digital. Perhaps the only cost associated with going digital is the purchase of cloud storage which is very marginal.

Freed Up Storage Space

With the digitisation of paper forms, you free up a lot of space that was earlier occupied by the dusty old papers. You can do whatever you want with this newly freed up space, maybe make it a gaming room for your employees. Your data now lies in the cloud and it shall stay in the cloud. Another added benefit of digitization is that it prevents loss of data should there be any emergencies such as fire. With this, you not only save costs but also improve efficiency.

Ease of Accessibility

If all the employees in your organisation cannot access data equally and easily, this data is as good as rotten. Digitised paper forms help each employee access information key to their position. This helps them to carry out the work without any hiccups, thus increasing efficiency.

Maintenance of Forms

Maintaining paper forms, year after year becomes a very tedious task, and quite often expensive. With a paperless office, all of these forms are wiped out, thus wiping out the need for maintaining such forms and eliminating extra costs.

There are also a varied number of forms that you can capture using intelligent data recognition software:

Maintaining paper forms, year after year becomes a very tedious task, and quite often expensive. With a paperless office, all of these forms are wiped out, thus wiping out the need for maintaining such forms and eliminating extra costs.

There are also a varied number of forms that you can capture using intelligent data recognition software:

Use Cases in The Financial Services
Customer Application Forms

Probably the most common type of form that you would come across is the KYC form. These forms are the basic foundation of data in your company because they have every little detail about your customer including his date of birth and tax information.

Loan Extension Forms

Another key type of form that you come across on a daily basis is the loan extension form. A loan extension form can be captured easily, giving you access to data which is key in granting a loan to your customer. This also helps you get rid of dubious customers.

Employee Application Forms

Another key type of form that you come across on a daily basis is the loan extension form. A loan extension form can be captured easily, giving you access to data which is key in granting a loan to your customer. This also helps you get rid of dubious customers.

Benefits of Leveraging Document Capture in The Financial Services

Cost Saving

Perhaps the most obvious, yet the most certain benefit of going digital are the cost savings associated with it. When you use paper forms, your costs increase. Utilisation of space, the safety of these forms, printing costs, stationery costs, and other varied costs are cut down when you go digital. Perhaps the only cost associated with going digital is the purchase of cloud storage which is very marginal.

Freed Up Storage Space

With the digitisation of paper forms, you free up a lot of space that was earlier occupied by the dusty old papers. You can do whatever you want with this newly freed up space, maybe make it a gaming room for your employees. Your data now lies in the cloud and it shall stay in the cloud. Another added benefit of digitization is that it prevents loss of data should there be any emergencies such as fire. With this, you not only save costs but also improve efficiency.

Ease of Accessibility

If all the employees in your organisation cannot access data equally and easily, this data is as good as rotten. Digitised paper forms help each employee access information key to their position. This helps them to carry out the work without any hiccups, thus increasing efficiency.

Maintenance of Forms

Maintaining paper forms, year after year becomes a very tedious task, and quite often expensive. With a paperless office, all of these forms are wiped out, thus wiping out the need for maintaining such forms and eliminating extra costs.

There are also a varied number of forms that you can capture using intelligent data recognition software:

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Below you may find our publications for the financial services sector.

Enter your information below to download the Life and Pensions Case Study

Use Cases for Document Capture in The Financial Services

Customer Application Forms

Probably the most common type of form that you would come across is the KYC form. These forms are the basic foundation of data in your company because they have every little detail about your customer including his date of birth and tax information.

Loan Extension Forms

Another key type of form that you come across on a daily basis is the loan extension form. A loan extension form can be captured easily, giving you access to data which is key in granting a loan to your customer. This also helps you get rid of dubious customers.

Employee Application Forms

Another key type of form that you come across on a daily basis is the loan extension form. A loan extension form can be captured easily, giving you access to data which is key in granting a loan to your customer. This also helps you get rid of dubious customers.

Customer Testimonials

Allianz Life & Pensions

Ceylan, Tarık Zafer

I would advise CaptureFast to all companies with paper-intensive processes

We utilised CaptureFast Mobile Capture Application to digitise Personal Pension Application forms. We were able to eliminate time lost during the messengering of documents, speeding up the process by 40% and we were able to complete enrolment process immediately while the agent was serving the customer.

Acıbadem Insurance

Yasik, Sibel

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We prefer CaptureFast due to its customer-centric solutions

We used CaptureFast cloud platform to extract information from health invoices and insurance policy application documents. Automating these processes allowed us to reduce personnel by 50% and increase data processing speed by 70%.

Softaktif

Tomruk, Mesut

Mobile capture solution is the most advanced solution in the market

We utilised CaptureFast mobile capture application in order to create a digital archive of protocols and contracts. We were able to digitally archive 200K documents in one year.

Our Happy Clients

 

Corporations that are speed up with CaptureFast
  • Allianz
  • citibank
  • CRIF
  • SIEMENS
  • Atos
  • BNP Paribas
  • Comdata
  • Chartered
  • Axa
  • Ceva
  • ING
  • interfy Corporation
  • THE BATTILORO Law Groups
  • Vantage Agore
  • Eureko

Our Happy Clients

Leverage Document Capture with CaptureFast

 

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