Banking

Retail banking customers expect more personal and relevant communications from financial institutions that recognize their unique needs. They want each interaction to be timely and efficient. Banks that deliver a personalized experience will not only retain current customers longer, but also will maximize the potential long-term value of these customers.

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Whether you’re banking globally or regionally, the document processing represents a major opportunity to reduce costs. How? By streamlining basic banking processes like account opening, mortgage and loan processing, and broad-scale document printing.

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Reduce Costs
For global and regional banks alike, document processing represents a major opportunity to reduce costs. How? By streamlining basic activities like account opening, mortgage and loan processing, and broad-scale document printing.

Case in point: document collection. Regulations require financial advisors and bankers to gather know-your-customer (KYC) documentation from customers, but these extra steps delay the account opening process. Also, many financial services institutions work with hard copy documents and spend millions on courier services to overnight documents during account initiation. Digitizing this document-intensive process reduces costs and can shorten account opening time from days to just minutes.

Learn how you can:
  • Eliminate the need to transport sensitive customer documents between locations.
  • Gain control of your print costs, including equipment, service, end-user support and supplies.
  • Reduce reliance on preprinted collateral and forms inventories, and on printing, shipping and storage costs.
  • Decrease your carbon footprint for better sustainability.
We’ve helped many financial services institutions address the area of document process outsourcing (DPO). Learn how