banking & finance Automation Services

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 Automate the mortgage loan processing workflow handle tasks such as data extraction from documents, credit checks, income verification, and compliance checks, all with speed and accuracy. This not only reduces the processing time from weeks to days but also minimizes errors and ensures regulatory compliance. Improve your customer's experience while enjoying faster loan approvals

General account maintenance such as Responsibility Code updates, Debit Card Status changes, and 1098 Reporting ensures that customer data is accurate and compliant.

Managing hot card operations accelerates the resolution of lost, stolen, or compromised cards, ensuring prompt deactivation to prevent fraud. By automating this critical process, banks can enhance security, reduce operational risks, and provide swift, seamless service to their customers, all while freeing up human resources to focus on more complex and value-added tasks.

 Going through a merger or acquisition?  Using RPA to handle an acquisition streamlines the complex integration process by automating data migration, compliance checks, and system harmonization. This results in faster, more accurate integration, reduced operational risks, and minimized disruptions, ensuring a smoother transition and enhanced operational efficiency. 

Automate the monitoring and flagging of accounts for suspicious activity based on user-defined criteria.

Ensure accuracy and compliance with automated reporting tools, reducing the burden on staff and improving regulatory adherence.