Back Office Automation Solutions

Transform Your Back Office Processes

Dispute Management for Regulation E Transactions

Eliminate the complex manual processes in Tracking Reg E Disputes.​ Reduce staff, cut losses and simplify decision-making. Best of all, improve the customer experience.

Automate Reg E Dispute Tracking and Management

CIP, CDD and Loan Exception Management

Streamline CIP, CDD and Loan exception management with automated deadline alerts, eLists and compliance letters. Automatically raise exceptions and clear exceptions faster.

Automate CIP, CDD and Loan Exception Management

Workflow Management for Wire Approvals

Replace your paper-based wire approval process with a digital, automated process. Reduce complexity, meet deadlines with confidence and improve customer experience.

Automate Wire Approval Process