Guide - IDP Solutions

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Solution Guide - Financial Services Solutions

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Guide - Intelligent Document Processing Solution Buyer's Checklist

Intelligent Document Processing
Solution Buyer's Checklist


Access the Checklist

Once you know that a data-driven approach is the right path, it’s time to take the next step and prepare. Use this helpful checklist to expedite selecting the right vendor and buying the right intelligent document processing solution for your organization.

Understanding critical capabilities and how they are used is also important in your buying decision. We’ve broken down key features and functionality so you can see how Ephesoft stacks up against competitors. And, at any step along the way, feel free to reach out with questions or schedule a demo.

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Take 3 small steps to make a big impact

1
Talk to an automation expert
2
Find the right solution for your use case
3
Deploy and realize ROI quickly

Get started now


eBook - Top 5 Use Cases to Kickstart Digital Transformation in Financial Services

Guide


Top 5 Use Cases to Kickstart Digital Transformation in Financial Services

Find out how to make the biggest impact in your business with intelligent document processing.

Banking, financial services and insurance (BFSI) companies must begin embracing data-driven decisions and operations. Customer experience initiatives are key to attracting and retaining customers over their entire lifecycle with an organization, and financial institutions can make the most impact by modernizing their technology.

Today that means digitization and digital infrastructures where data has to be easy to capture. The top four use cases to begin this transformation are in new account opening / customer onboarding, accounts payable, mailroom automation, records digitization and compliance.

Read this guide to learn more about why each of these use cases can make the biggest impact in your digital transformation initiatives and what your next steps should be.

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Take 3 small steps to make a big impact

1
Talk to an automation expert
2
Find the right solution for your use case
3
Deploy and realize ROI quickly

Get started now


Buyer’s Guide - Build vs Buy FAQ

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Infographic - Transform Claims Processing with Intelligent Document Processing and Automation

Infographic


Transform Claims Processing with Intelligent Document Processing and Automation

Explore how to take your claims department to new heights.

Today, insurers are under increasing pressure to accelerate business processes and keep customers loyal and engaged. The challenge is that many of these processes, especially claims, are still being manually processed, resulting in slower-than-expected response times because the data is not easily accessible. Digitization with the right automation tools will enable insurance companies to not only create a data-driven strategy and meet compliance regulations, but it will boost their customers’ experience.

View this infographic to learn why manual claims processing is still dominating the insurance industry and explore the differences between manual or legacy processing vs. automated processing. Supporting statistics make answering this question easy: Are you ready to take your claims department to the next level?

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Take 3 small steps to make a big impact

1
Talk to an automation expert
2
Find the right solution for your use case
3
Deploy and realize ROI quickly

Get started now


Buyer's Guide - What You Need to Know About Automating Your Mailroom

Buyer's Guide


What You Need to Know About Automating Your Mailroom

Read this complimentary guide

Digital mailroom automation can help many areas of your organization accelerate processes, minimize manual data entry and manage incoming documents, whether they are paper or digital. Using intelligent document capture technologies, companies can digitize incoming mail and automate the classification and distribution to various business processes.

Whether you are in Operations, IT or the Mailroom department at your organization, it is important to understand your options and the technology available to help build an efficient digital mailroom. This guide will give you the scoop on what challenges your organization may face along with the benefits and next steps to digitally transform your mailroom.

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Take 3 small steps to make a big impact

1
Talk to an automation expert
2
Find the right solution for your use case
3
Deploy and realize ROI quickly

Get started now


eBook - Achieving a Digital Future in Financial Services: The Road Ahead for Customer Onboarding

eBook


Achieving a Digital Future in Financial Services

The Road Ahead for Customer Onboarding

There’s no denying that customers crave a good experience when they use services or buy products. A simple Google search of “customer experience” (CX) brings up 4.7 trillion results while “customer onboarding,” a subset of CX, yields 20.9 million results. This is especially true in the banking financial services insurance (BFSI) industry, which has steep competition and many options for services.

In a recent virtual panel webinar hosted with American Banker, “Is your onramp an offramp? Get ready for customer onboarding in the age of AI,” Ephesoft had the opportunity to survey and hear from over 200 financial services leaders in attendance. This eBook looks at what some of the largest banks, mortgage companies, consulting firms and analysts had to say about customer onboarding.

Get the eBook


Take 3 small steps to make a big impact

1
Talk to an automation expert
2
Find the right solution for your use case
3
Deploy and realize ROI quickly

Get started now


Infographic - Is your onramp an offramp? A spotlight on customer onboarding in Financial Services

Infographic


Is your onramp an offramp? 

A spotlight on customer onboarding in Financial Services

There is steep competition in the banking financial services insurance (BFSI) industry, which makes the need for continual improvement in customer onboarding processes and the overall customer experience essential to the success of these companies.

In a recent virtual panel webinar hosted with American Banker, “Is your onramp an offramp? Get ready for customer onboarding in the age of AI,” Ephesoft had the opportunity to survey and hear from over 200 financial services leaders in attendance. The infographic looks at what some of the largest banks, mortgage companies, consulting firms and analysts had to say about customer onboarding. These impactful benchmarking responses and statistics will give you insight into how to stay competitive and embrace better customer onboarding practices.

Get the Infographic


Take 3 small steps to make a big impact

1
Talk to an automation expert
2
Find the right solution for your use case
3
Deploy and realize ROI quickly

Get started now


eBook - BFSI Guide: 5 Mission Critical Actions to Boost Customer Experience

BFSI Guide


5 Mission Critical Actions to Boost Customer Experience

Read this complimentary guide

There is a new normal in the financial services industry. Banking, financial services and insurance (BFSI) companies face a milestone challenge today: Develop approaches and strategies to help their companies understand and build a better digital infrastructure. As Accenture said, “Customers, shareholders and employees are moving quickly to innovate and adapt to a rapidly changing business environment. In the future, companies can survive and ultimately, thrive only if they are able to embrace innovation.”

Learn more about 5 key actions BFSI companies need to take to succeed and elevate their customer experiences in a data-driven world.

Get the Guide


Take 3 small steps to make a big impact

1
Talk to an automation expert
2
Find the right solution for your use case
3
Deploy and realize ROI quickly

Get started now