New loan applications which involve collaboration before the agreement is finalized and ready to be signed, especially in commercial lending.
Skip a pay offers where the member defers payment on a loan while the bank continues to capture interest.
Member account self-service, where the bank wants to offer members the chance to update or request information online.
Revenue growth for existing and new customers Reduce friction in any customer interaction by enabling customers to confirm known data rather than starting with a blank form. Improve acquisition by reducing time to complete new business applications. Reach more digital natives and younger customers by offering a mobile-friendly experience. Strengthen customer brand perception.
Compliance made easy Improve data integrity and minimize compliance risks by connecting with information in the Symitar Episys system. Minimize the risks of inaccuracy that are endemic when forms are processed by employees manually or even using Optical Character Recognition (OCR).
Quantifiable efficiency increases for customers and staff Eliminate manual processes and the need to re-key data, as well as the inefficiencies of managing incorrect or incomplete forms and data. Simplify the transition from old legacy to modern digital processes and workflows. Reduce calls into contact center by simplifying customer self service.
