Financial Services
This financial services company processes millions of files annually, primarily involving sensitive customer financial data, including investments, retirement benefit information and material.
Situation
A leading global financial services company – physically retrieving documents and/or boxes of documents based on clients requests, shipping the physical documents to the customer then subsequently receiving the documents back in for storage. Meeting SLA deadlines of 24 to 48 hours for an ever-increasing customer base.
Objective
Create a highly efficient and centralized process for electronically capturing physical records and their key data points to minimize paper requirements. Standardized electronic delivery of requested documents.
Solution
A Kofax Capture front-end scanning solution consisting of high-speed Kodak scanners. Documents are delivered electronically to the client within 2 to 4 hours resulting in higher customer satisfaction at a lower cost. Eliminating the cost of physically delivering documents and the risk of potential loss of the paper.
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