Guide - IDP Solutions

Please wait while flipbook is loading. For more related info, FAQs and issues please refer to DearFlip WordPress Flipbook Plugin Help documentation.


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.

Get the Checklist


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 - Get One Step Closer to Zero-Defect Loans

Lender's Guide


Get One Step Closer to Zero-Defect Loans

The future of digital mortgage is now

The digital mortgage loan process has come a long way over the past few years, and the next step for mortgage originators is a zero-defect loan. Much of the technology developments have been focused on the front-facing side of digital mortgages. However, with the rise in data, artificial intelligence and machine learning, technology companies now have the tools they need to transform the back end of the origination process.

  • Read this guide to learn about:
  • The state of digital mortgage and loan processing
  • How to meet consumer expectations
  • To minimize defects with data
  • The effects from Covid-19 on digital mortgage and the mortgage industry
  • Key technology: AI, ML, intelligent document processing and hyperautomation

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


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.

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


Buyer’s Guide - Build vs Buy FAQ

Please wait while flipbook is loading. For more related info, FAQs and issues please refer to DearFlip WordPress Flipbook Plugin Help documentation.

Download Datasheet

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.

Get the Buyer's 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


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


Datasheet - ERP Integration Solution Brief

Please wait while flipbook is loading. For more related info, FAQs and issues please refer to DearFlip WordPress Flipbook Plugin Help documentation.

Download Datasheet