Speed up applicants’ identity verification through submitted documentation and data. Streamline Customer Identification Program (CIP) requirements for faster customer on-boarding.
The process of opening a new account is an important opportunity to make a positive first impression on potential customers. Customer identity verification is a major part of this process and involves various steps that are data-intensive and heavily regulated.
Businesses must ensure that the process of opening an account is quick and seamless for their customers.
The traditional validation process is complex and labor-intensive, requiring considerable manpower to manually complete. This high degree of manual activity increases the risk of human error, affecting customer experience and regulatory compliance.This can hinder customer experiences, cause delayed responses, and increase labor costs as errors must be corrected.
Our cloud-based Intelligent RPA provides a more efficient, cost-effective, and compliant solution for complex validation processes. Our solution:
Extracts pertinent data from documents
Retrieves data from internal and external systems
Reconciles data to uncover discrepancies
ensures accuracy and regulatory compliance
We make entering manual journals easy and fast, allowing your employees to focus on more valuable, complicated, and non-routine tasks.
Speed up applicants' identity verification through submitted documentation and data. Streamline Customer Identification Program (CIP) requirements for faster customer on-boarding.
Mortgage Income Verification:
Manage spikes in mortgage activities by automating the tedious income verification process and improve your customer satisfaction and retention.
Mortgage Insurance Updates:
Streamline changes in insurance policies, policy updates, and policy cancellations by automating documentation that must be accepted, routed, interpreted, and associated with the right.
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