Improve Your Client Experience, Expedite Processing and Boost Productivity

Get ahead of the game. Banking and financial institutions can leapfrog the competition and provide exceptional client experiences through intelligent document processing and semantic technologies.

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Customers are used to fast, seamless user experiences and don’t have the patience to wait. Your organization’s slow manual keying, unstructured content and disparate data silos aren’t their problems – it’s yours, and it can be extremely costly.

Adhering to regulations, maintaining compliance, preventing fraud and achieving higher liquidity levels quickly is also at the top of your list but it comes with mountains of business documents.


Ephesoft transforms financial processes with AI-based, document capture and extraction technology for customer onboarding, statements, tax forms, loans and other documents. Not only does the solution expedite processing times for customers, but it also provides a clear view of their information all in one place, making it easy to comply with security standards, regulations, fraud prevention and benefits customers.

Accurate classification and separation

Faster processing

Months to ROI

Centralized Data


Customer onboarding

New account openings

Bank statements

Loan approvals

Funding and servicing

KYC and Trade Finance

Credit card applications

Tax and audit documents

Remittance processing

Insurance claims processing


Human resources, payroll and employee onboarding

Feed usable data into RPA, ERP, LOS and other repositories

Case Studies

This solution has been a sea of change for us. We’re moving toward paperless workflow and we’ve opened doors for scanning on the front end. It’s a very positive change. — Susan Hartsock, Information Technology Supervisor at Mountain West Financial, Inc.

Large Bank

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One of the largest banks in South East Asia uses Ephesoft with RPA for corporate loans and trade financing.

Large Private Equity Firm

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A global private equity firm partnered with Box and Ephesoft to quickly process bank statements in the cloud.

Mountain West Financial

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See how this customer cut classification processing time from 45 minutes per loan to under 5 minutes.

National Mortgage Insurance

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Modernizing their approach, National MI turned to Ephesoft to solve their paper-intensive processes for loans and underwriting.

Explore how Ephesoft’s platform has helped customers gain efficiency, accuracy and productivity.


Read Ebook

eBook: The 6 Essential Elements of Intelligent Content Acquisition Technology

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eBook: A Better Way to Onboard Customers in FSI

importance of intelligent content
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eBook: 5 Tech Trends in 2021 to Accelerate Digital Transformation

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Blog: Using AI To Defy The Big Mortgage Document Challenge

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Blog: Saving The Day – How To Become A Hero In Your Finance Department

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Interview in PaymentsJournal: Commercial KYC Technology Deflects Fraud And Criminal Activities

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