Automation for Banking and Finance

Create Efficiency

As most financial organisations process millions of documents each year, savings per document processed soon add up.

By automating financial processes, users can approve and process incoming requests electronically, giving them better control over information and helping them detect errors or leaks in the process to improve efficiency and save costs.


Benefits of Automation for Banking and Finance


Customer Satisfaction

  • Receive accurate customer data.
  • No manual entry quickens customer query processes.
  • Workloads are distributed automatically.

Faster Fund Management

  • Information is captured at the point of arrival then placed into systems.
  • Users can approve incoming requests quicker.
  • Errors and leaks are identified earlier.

Reduced Processing Costs

  • Data processing exceptions are reduced.
  • An average of 70% processing cost savings.
  • 50% reduction of processing time per-transaction within a few weeks.

Our Automation Expertise in the Financial Services Sector

As most financial organisations process millions of documents each year we have helped large financial organisations and financial functions within large corporations automate document-driven financial processes such as:

  • Account opening
  • Fund management
  • Purchase to pay and financials

Additional Options for HR in Banks and Financial Firms


Financial institutions have been under increasing pressure to improve the transparency of their HR records, especially performance and bonus details.

We have helped one of the UK’s largest financial advisory groups streamline internal HR processes and reduce the risks of non-compliance.

Ready for some Expert advice?

Our business consultants are here to help you accelerate and simplify your digital transformation journey.

Learn About our Automation Solutions for Financial Services

Kofax Capture with Kofax Transformation

Intelligent capture is perfect when vetting and doing checks on new customers and investors. Forms, photographs, proof of identity and other documents can be scanned and automatically sorted, classified and stored as electronic customer records.

Customer records are directly updated across back-end systems for immediate access and availability to distributed to banking, finance or hr teams.

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Filestore BPM

Filestore BPM is a bespoke workflow solution that works with your front and back offices. For firms with expansive ambitions, Filestore BPM automates the purchase-to-pay cycle of raising requisitions, receiving invoices, matching against purchase orders or goods-received notes.

It works by entering data into ERP/accounting systems. It then routes to approvers to settle payments or other process-oriented tasks.

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DCS Mailmanager

Information, correspondences and documentation for high net-worth customers are automatically classified and routed to respective account managers, who can then confirm the trade or account.

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Outsource Your Document Processing

Manually processing high volumes of paper is a costly and inefficient process. Keying in data is the same way. Our outsourced services is fully accredited and trusted by government and Fortune 500s. Focus your resources on peak activity. Outsource to us today!



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