Financial Document Automation

Financial Services


Improve Your Client Experience

Companies that provide personalized experiences are emerging as the winners in financial services. These companies know they need to innovate 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. It starts with data visibility and intelligent capture, classification and extraction of data from customers, vendors and partners. Ephesoft Transact transforms financial processes with rapid capture and extraction to provide data visibility throughout the organization.

Download the Guide

Your Problem: Data Silos

Inefficient capture processes affect financial services at every level. If you’re using traditional or basic capture-and-extract technology, you can’t access the valuable information hidden within your unstructured data. Let’s face it: customers are used to fast, seamless user experiences and don’t have the patience to wait. Your organization’s disparate data 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 Fit Right In with Existing Systems

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

Cloud Boost

Ephesoft uses modern technology to leverage the cloud to maintain performance and speed, even high demand. Need to scale? Look to the cloud. Offset costs without capital expenditures and high IT maintenance fees. 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 the way Ephesoft helps customers rapidly transform business operations.

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.