Enable fast action to various types of reports with insights driven by automation.
Reports provide valuable insights about performance which allows businesses to make informed decisions, such as choosing which day social media influence is optimal or recommending which products are likely to sell best and where. Getting the right information to the right teams at the right time can ensure the best outcomes.
Every business utilizes reporting to stay informed and ensure teams are aware of their progress. Preparing such reports and sending them weekly or monthly is not an efficient use of employees’ time.
Collects data from various sources (emails, files, spreadsheets, SaaS, etc.) and composes a desktop or shared doc report
Merges excel tables and datasets
Calculates ROI for digital marketing based on Facebook, Google Ads ads reports and CRM data
Transforms complex data from one format to another for external reporting
Automatically builds and sends reports to management and other stakeholders
Performs updates to CRM deals and contacts
Report automation saves time by automating the components of the reporting process that don’t require human insight. Collected data can be transferred to specific corporate systems or email addresses regularly with automatic email dispatches.
Identity Verification:
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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