Banking & Financial Services

Times have never been tougher in the banking and financial services. Regulations are increasing; margins are shrinking; while competition increases in intensity. Customers require higher levels of service and are more willing to change their loyalties.

The need to get customer information into the organisation quickly and accurately, and be able to effectively track its life history is paramount.

The eFLOW Unified Content Platform is a group of forms processing and data capture solutions that enables banks and financial service institutions to collect, validate and utilise critical content and data that is entering the organisation.

Information on documents such as credit applications, new account forms, mortgage and loan applications, can be captured more quickly and more accurately, and delivered to the business systems that drive customer service.

eFLOW also handles invoices, purchase orders, credit notes etc, that form part of the standard business transactions among trading partners.

From core banking functions to e-business campaigns, eFLOW brings together paper, images and the Internet into one enterprise platform solution.

Benefits:

All document types from any source, captured and recognised
Manual processing errors are reduced
Information can be captured and processed as soon as it enters the organisation
Full audit trail of all communication
Information from documents delivered immediately to the right person/department according to your business rules

What some of our customers say;

"TIS’ s eFLOW enabled us to capture and archive one million customer files, with a total of 12 million documents, within six months. This resulted in real savings compared to the manual process. Today the information distribution to our service centres is totally done electronically, where TIS’s eFLOW system automatically enables the classification of the documents to the right applications in the Bank."

Martin Lottermoser, Director Process- and Workflow management
SEB Bank, Germany

“Top Image Systems promised that we would double our production capacity. Once the TIS system entered production we actually more than tripled our production capacity, rising from approximately 200 documents an hour per operator to an average of around 650 documents an hour.
“In addition, installing TIS’ s data capture platform solution, enabled PBZ American Express to decrease the number of personnel from 7 typists that had been processing 50 percent of the forms before the automated system, to 5 typists who now process 100 percent of the forms.”

Natasa Petanjek, Manager Data Entry Department,
PBZ American Express, Croatia

"The Brazilian Bank's archives for the Worker's Guarantee Fund included documents in a variety of structured and semi-structured formats, recorded on 12 year old microfiche. The eFLOW Unified Content Platform enabled us to implement a single, efficient solution to manage the data capture and content delivery from all of the different document types."

Jorge Higashino, Technical Manager
FEBRABAN - Brazilian Banking Federation

"We chose TIS for economic and technical reasons. The unparalleled technical abilities enabled us to implement a very complex remote system."

Gerard Rumo, IT Consultant
Swiss Postfinance, Switzerland

Other things you might want to look at:

Mailroom classification

Customer service and call centres

Interested to process invoices?

More about the technology