The financial services industry generates millions of pages a day, ranging from application forms, contracts, client correspondence, customer documentation and more – making financial document processing a challenge. KnowledgeLake’s loan process automation solution efficiently handles all paper and electronic financial documents so your organization can deliver exceptional customer service from account openings to loan processing.
KnowledgeLake’s solution can:
Provide fast and easy import of paper and digital documents from any location
Increase Customer Satisfaction
Increase first call resolution and customer satisfaction
Reduce Risk and Costs
Reduce the risks and costs of physical processing, storage and retrieval
Establish an automated, repeatable and auditable process
Flexibly scale according to transaction volume
Discover how we can help you automate your loan process. Contact us for a live demo!
“In the past when a loan document was received this process would take between 5 and 6 minutes. Now, anyone involved in the loan process can upload a document to the system as soon as they receive it. The new process takes roughly 45 seconds to complete. And searches based on metadata are completed within seconds.”
Director of Information Technology Tradition Capital Bank
“The problems of locating documents, moving documents through the approval process, and having documents available to customers regardless of which branch they enter—those problems are gone, thanks to KnowledgeLake.”
Senior Vice President and CIO Bank of Choice
Watch How to Manage Finance Documents Electronically to Drive New Revenue