eBook - Get One Step Closer to Zero-Defect Loans
Lender's Guide
Get One Step Closer to Zero-Defect Loans
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
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eBook - Kickstart Digital Transformation to Future-Proof Your Business
eBook
Kickstart Digital Transformation to Future-Proof Your Business
It’s become essential for companies in every industry to future-proof their business operations and embrace data-driven decisions. Customer experience initiatives are key to attracting and retaining customers over their entire lifecycle with an organization, and business – small, medium and large – 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 five use cases to begin this transformation are in new account opening, customer onboarding, accounts payable, mailroom, records digitization and compliance. What will your focus be?
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eBook - Top 5 Use Cases to Kickstart Digital Transformation in Financial Services
Guide
Top 5 Use Cases to Kickstart Digital Transformation in Financial Services
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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Guide - AP Automation Hero Playbook
Playbook
Become an AP Automation Hero
If you have worked in an Accounts Payable (AP) department, you know that the premise of most AP functions is number-driven and data-driven. Invoices come in, they are processed and money goes out. While it may sound easy, the process requires special attention to details, numbers, data entry, approvals and other business processes. Organizations that use innovative, intelligent document processing and capture solutions now have a simple way to streamline invoicing, improve accuracy and increase productivity. Learn about the 5 steps to earn AP Hero status with efficiency and cost-saving tools.
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Infographic - Transform Claims Processing with Intelligent Document Processing and Automation
Infographic
Transform Claims Processing with Intelligent Document Processing and Automation
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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Buyer's Guide - What You Need to Know About Automating Your Mailroom
Buyer's Guide
What You Need to Know About Automating Your Mailroom
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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eBook - BFSI Guide: 5 Mission Critical Actions to Boost Customer Experience
BFSI Guide
5 Mission Critical Actions to Boost Customer Experience
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.
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Datasheet - ERP Integration Solution Brief
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Infographic - Building Operational Efficiency with a Digital Mailroom
Infographic
Building Operational Efficiency with a Digital Mailroom
“The word ‘mailroom’ itself is a misnomer. It conjures up a vision of a basement facility, stacks of paper and large numbers of employees sorting through documents and carting them away. However, the reality is that ‘mail’ may not be paper, and processing may not occur in a ‘room’” (IDC, Next-Generation Digital Mailroom).
A digital mailroom is the automation of incoming mail processes. Using document capture technologies, companies can digitize incoming mail and automate the classification and distribution to various business processes.
This infographic explores:
- What you need to know about the digital mailroom
- Key statistics about the challenges and information chaos
- Survey results for process automation for mailrooms
- The benefits of building a digital mailroom
- 5 steps to get your digital mailroom started
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eBook - The New Digital Norm in Financial Services
eBook
The New Digital Norm in Financial Services
Banking, financial services and insurance (BFSI) face a milestone challenge today: Develop approaches and strategies to help their companies understand and build a better digital infrastructure. Learn more how banks and financial institutions must create value using automation to not only stay competitive but to enhance the customer experience.
Get tips and trends on:
- The best questions leaders should ask
- Why accessing data is critical for KYC and AML
- How to avoid data pitfalls
- Intelligent document processing solutions
- Digital transformation and use cases in BFSI
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