Financial Document Management

Financial Services


Get Fast without Getting Sloppy

Companies that provide unique and personalized experiences are emerging as the winners in their industry. Many financial services companies know they need to but are slow to change; mostly due to legacy systems and regulatory compliance requirements. There are ways you can accelerate the transformation to a digital-first business. We believe it starts with data visibility and efficient capture, extraction and classification of information you receive; from customers, vendors and partners. Ephesoft Transact transforms financial processes with incredibly quick capture and extraction, fast-tracking collaboration and data visibility throughout the organization.

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Data Silos Are Your Problem

Inefficient capture processes affect Financial Services at every level. If you’re using traditional or incomplete capture-and-extract technology, you can’t access the valuable information hidden within unstructured data. Let’s face it: customers are used to fast, seamless e-commerce experiences and don’t have the patience to wait. The data hidden in your mainframe silos isn’t their problem; it’s yours.

Get It Together

Centralizing documents allow you to process content from any source, including scanners, MFPs, network folders, faxes, email, mobile devices and via external BPOs. Captured data is processed consistently and routed automatically, upping your efficiency.

We’re Right at Home with Existing Systems

Ephesoft adds document capture to ERP, CRM, document management and other programs – while connecting smoothly to existing systems and processes.

Money from the Cloud

Ephesoft uses breakthrough technology to leverage the processing power of the cloud to maintain performance, even when demand is peaking. The cloud has emerged as the accepted choice for scaling: it would be a lot more expensive and perhaps not possible to try to accomplish this with on-premises deployments alone. Fast processing speeds mean you can respond faster to your customers, giving them the experience they’ve come to expect.

Go Deeper

Learn more about ways Ephesoft helps customers rapidly transform business operations to realize ongoing, conclusive value.

Ephesoft Transact

Ephesoft technology streamlines high-touch data capture processes. Use Transact to boost speed and accuracy while you contain operational costs.

Case Studies

Ephesoft empowers Financial Services to transform business operations. Find out how.