FINANCIAL SERVICES

EFFICIENT PERSONAL DATA COLLECTION

Leverage existing process with exceptional delivery, sensitivity and expertise

Collecting personal information is a lengthy process so finding the right digital solution for fast and accurate data capture is critical.  Streamlining business processes that can relay information collected back to head office and that can integrate helps to reduce errors, eliminates re-keying errors and speeds up processing.

Digital solutions ensure that accurate information is collected, converted to a digital format and quickly transferred back to head office. Decisions can be made for the customer sign-off and approval as well as integrated into planning and delivery of funds without any hold-ups or delays.

As part of being digitally enabled, the collection of a signature from the forms helps to reduce the possibility of any dispute and ensures total agreement of the customer.

ACCURATE PAPERWORK MEANS FASTER SIGN-OFF AND APPROVAL

  • Increased accuracy, speed and service offered to customers

  • Predictable and high administration costs reduced

  • Timely management of information easily kept within secure electronic files

  • Immediate access to information, quicker responses and approvals

  • Better visibility within the organisation, greater insight and decision making

Digital Forms being used includes Account Applications, Loan Submission Requests

Digital Forms being used includes Account Applications, Loan Submission Requests

Banking Organisations - are capturing  customers’ digital signatures for legally binding financial documents

Digital Forms being used includes New Application Forms

Digital Forms being used includes New Application Forms

Insurance Organisations - are expediting the process of this transaction, significantly reducing and cutting processing times

CASE STUDY

Fast and effective archiving of customer contracts, without delay.

 

This solution delivered in partnership with an Anoto Endorsed Partner

 

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