Solutions for Banking and Finance
Leverage enterprise capture for document driven banking processes.
WiseTrend Solution save the costs of storing, processing, and classifying paper documents manually by automating data entry and categorization, and standardizing document capture processes.
Higher Business Efficiency
Streamline and automate daily operations such as opening accounts, credit card application management, and loan and mortgage processing.
Analyze incoming claims by meaning to provide the client with the most helpful solution in hand or route a problem to people in charge.
WiseTrend Solution help ensure regulatory compliance, save money and protect an institution’s reputation with the power to trace data, assign data confidentiality levels based on meaning, complete full audits, and detect and prevent fraud.
Mortgage Loan Processing
Document and data capture can make the entire process more efficient:
from early capture of mortgage applications and classification of supporting documents to the export of data to relevant back-end processes.
Opening of New Accounts
Automates the opening of bank accounts so institutions can eliminate costly and error-prone manual work, ensure high-quality data and shorten the overall process.
Archiving Financial Documents
Automates the processing of financial documents, and the organization and archiving of client files.