document scanning app financial services solutions

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Document scanning application Financial services and solutions

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For business growth, IT services and solutions for financial institutions based on in depth knowledge, exponential data growth, increased competition, fluctuating customer demands, global expertise and strong value propositions.

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Page 1: Document scanning app financial services solutions

Document scanning applicationFinancial services and solutions

Page 2: Document scanning app financial services solutions

What is Document scanning?

Scanning is a process by which a document (primarily

paper, although any medium can be used) is converted

from a human-readable format to a computer-readable

digital image file.

Page 4: Document scanning app financial services solutions

Reason to do this?

However, with so many documents and complex filing

structures, it can be hard to know where to begin.

No fear of loosing or burning or tearing important

documents by mistake.

Easy to operate from anywhere...

Page 5: Document scanning app financial services solutions

When to do document scanning?

Frequently applied to new account document processing,

this service also has complete functionality to automate many

other manual processing operations including

Stock plan administration,

House holding processing,

Retirement plan processing,

ACAT processing,

Margin account processing

Page 6: Document scanning app financial services solutions

Other advantages

No chance of documentduplication

Significantly reducing thecost of the entire workflow

On-Demand creation ofpersonalized material

Page 7: Document scanning app financial services solutions

Other advantages

No chance of document duplication

Handling by multiple points of contact is eliminated

This service include effortless tracking,

Convenient image retrieval from any Internet

connected device

Page 8: Document scanning app financial services solutions

Workflow of financial application

Complete processing operation includes documentreview and quality control

Automated document workflow processing

Ability to support distributed scanning environments

Electronic routing of document images betweendepartments :

New accounts department

Branch operations

Compliance, legal operations, IRA, Margin, ACAT departments

Page 9: Document scanning app financial services solutions

Workflow of financial application

Centralized processing facility acts as:Mailroom

Scanning and indexing operation

Image archivalMagnetic Disk

Optical

Interface with document tracking systems

Interface with existing products and services Fulfillment systems

Internal databases

Page 10: Document scanning app financial services solutions

Workflow of financial application

Electronic document processing

Interface with existing electronic forms applications

Development and support of automated new account openingsystem to meet your unique requirements

Browser-based workflow

Browser-based retrieval of document images

Real-time management reporting system

Productivity tracking

Quality tracking

Page 12: Document scanning app financial services solutions

Key Benefits Improved efficiency of document processing

Quicker turnaround of documents

Not susceptible to volume fluctuations

Significant reduction in client’s mailroom processing

Elimination of existing microfilm environment

Reduction in document storage costs

Improved cost control and containment

Fully scalable operation as volumes increase

Processing that adheres to regulatory requirements

Page 13: Document scanning app financial services solutions

Customized Backfile Document Scanning

Scanning and indexing paper files is a labor-intensivequality driven process.

You may not have the required staffing to process amajor backfile conversion of confidential documents, andit can be costly to invest in a complicated documentimaging system.

In your financial software application, we provide allthe required people, hardware and software for a cost-effective, quality conversion process.

Page 14: Document scanning app financial services solutions

Customized Backfile Document Scanning

Scan all of your paper files, including: Credit applications Loan files DDA files Signature cards Investment files

Page 15: Document scanning app financial services solutions

Work for you

Combining scanning, data recognition and workflow inone end-to-end solution makes the movement of text,data and image files faster, easier, and more accurate,which results in improved customer service and reducedmanual handling.

Page 16: Document scanning app financial services solutions

“Titanium Square” 3rd Floor,Office No. B-302, S.G. Highway,

Beside Parsoli Motors. Nr. Thaltej Crossing, Ahmedabad – 380 054 Gujarat – India

[email protected]

Development Center

http://www.technoligent.com/contact.html