CHALLENGE


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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