Most financial institutions consistently struggle with time consuming manual back office processes. Rigid solutions or manual processes are cumbersome with paper forms, rekeying data, calculating adjustments, rekeying customer adjustments into the bank core solution, and ensuring everything meets regulatory compliance requirements.  Missed deadlines, or incorrect data entry exposes the organization to increased losses and civil penalties.  Paper based processes force customers to come to a branch to sign paperwork creating a frustrating customer experience.

FINBOA Digital Optimization Platform allows all customer requests and back office tasks to be managed from a single dashboard, providing the needed visibility and ability to drill into an existing dispute or respond to a new request. Additionally, the software allows you to build custom workflow automations and generate customer notices tailored to processes.

What it Does:

  • Transforms paper bases processes into a digital forms
  • e-signature delivers an improved customer experience
  • Adjustments to customer accounts can be automatically posted
  • Document Generation creates beautiful letters for customers
  • Approaching Deadlines Alerts sent via email and online
  • Integrated Document Imaging keeps all your documents in one place

Your Benefits:

  • Eliminate paper forms
  • Improve Customer Experience with eSignatures
  • Reduce error rates
  • Reduces losses related to non-compliance
  • Access across your entire enterprise