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Core capability enhancement: Document Processor

The challenge:

Bank employees and clients constantly engage with documents. Managing documents with manual processes that consist of unsynchronized information leads to inefficiencies, mistakes, and delays, frustrating all parties involved. And with evolving regulations and requirements, documents frequently change.

The Solution:

In the Tokyo release, Document Processor, along with closely aligned Document Templates and Document Intelligence (DocIntel), makes it possible to automate the most important document-related tasks for a variety of document heavy processes, such as account opening or a loan servicing case. Banks can now:

• Integrate document data into existing processes for a cohesive, uninterrupted flow of information​
• Minimize mistakes and repetitive requests by simplifying forms and signing with Document Templates​
• Adapt to frequently changing document requirements and reduce the processing time by auto-extracting information with AI-powered DocIntel​

The outcome:

Automate core documentation tasks to deliver frictionless services

With Document Templates, banks can minimize client mistakes and avoid time-consuming back-and-forth by simplifying the review, filling out, and signing process. With the AI DocIntel plug-in capability, banks can smoothly adapt to frequent changes by accurately auto extracting information and improving processing time. All of this helps deliver convenient, transparent experiences to employees and clients.

Document verification

In summary, Tokyo release innovations help save banks time and money while also improving status visibility through digitizing card dispute management from end-to-end. Banks can also quickly deliver value through seamless and strategic integrations that allow them to mitigate risk and deploy new processes to better serve customers and employees.

Lastly, banks can deliver the convenient and frictionless experiences that customers expect through the automation of core documentation tasks that reduce processing time and minimize back-and-forth between the bank and the customer.

Financial Services Operations is automation designed for frictionless banking.

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