Financial Services

Optimize document-driven processes for enhanced service and better visibility

ibml intelligent capture solutions deliver the functionality, flexibility and information safeguards that brokerages, investment firms and other financial services companies require in today’s competitive and highly regulated wealth and trust management environments.

Our solutions automate the processing of any form or unstructured document for account opening and maintenance, including applications, contracts, checks, remittances and correspondence.

And ibml has a proven track record in some of the most demanding financial services environments.

Enhance customer service

Speed account opening and respond more quickly to customer inquiries with fast digitization of any form or unstructured document and accurate, complete capture of information from any document.

Increase efficiency and profitability

Eliminate costly and error-prone paper handling and data entry through the automatic classification, capture and validation of data, and out-sorting of documents such as checks and separator sheets.

Achieve greater visibility

ibml helps financial services companies gain better visibility into customer activity by capturing more data, more quickly, and exporting it to any portfolio management or other back-end system.

Streamline records management

Relieve the burdens of document retention and speed access to archived information by converting your back-file of documents to digital images with ibml’s equipment rentals and scanning services.

Mitigate security and compliance risks

Stay ahead of data thieves and auditors with role-based access restrictions, complete audit trails, activity logging, data encryption, and centralized administrator security controls and visibility.

 

Related White Paper: 5 Ways to Transform Financial Workflows