As they look to support more remote workers
and customers who increasingly demand banking
capabilities on mobile devices, many financial services
companies find they’re bogged down by workflows
that overwhelmingly involve paper.
To streamline workflows and enable new employee and
customer experiences, financial services companies need
to digitize many documents related to current clients
and active accounts, as well as implement a strategy
to digitize paper-based processes going forward. Most
financial services companies currently operate in a
hybrid environment of paper and electronic information,
requiring employees to spend precious time searching
across a wide range of files in different formats, often
stored across several locations.
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