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Digital Workflow Transformation in the Banking Industry

Empower your customers with an effortless banking experience.
Overview
Overview

Banking On Your Digital Future

Razor-thin margins, increasing regulations and siloed departments, branches and processes are just a few of the challenges facing financial institutions. To compete, you need to automate, simplify and improve customer transactions such as account openings, loan applications and investments.
woman at laptop
Customer Engagement

Customer engagement

Ensure a seamless and consistent experience for your customers and improve customer engagement, paving the way for successful long-term relationships.

Operational Efficiency

Operational efficiency

Empower employees with a modern infrastructure, seamless data integration between systems, paperless processes and proactive customer communications.

Risk and Compliance

Risk and compliance

Leverage technology with flexible, rules-based workflows that allow you to quickly and easily adapt to regulation changes and compliance updates.

Use Cases
Use Cases

Digital Workflow Transformation in Banking

Use cases for intelligent automation in onboarding, loans, mortgages, servicing and operations.
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Account opening automation

Automate new account openings to enhance the customer experience and accelerate time to revenue.

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Branch capture transformation

Streamline remote branch capture and create a superior customer experience.

background image of the handshake of business partners in the office. business concept

Consumer loan automation

Streamline and automate your consumer loan origination and closing processes.

Happy business partners working on laptop. Teamwork, co-working concepts

Mortgage processing automation

Streamline and automate your mortgage loan origination, closing and servicing processes.

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Customer self-service and loyalty

Drive customer loyalty through a digital self-service/assisted-service model.

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Reporting and compliance

Automatically gather and integrate compliance information to meet regulatory reporting demands.

Case Studies
Case Studies

What's Your Tomorrow?

p&n bank
We now have a virtual workforce working alongside our teams, handling repetitive tasks far faster than a human ever could. This has helped us to save thousands of hours of work annually across the back office and sped up process times significantly.
Jill Marks
General Manager of Business Transformation
View Story
Union Bank
By implementing Kofax RPA and streamlining some of our business processes, we have been able to reduce the turnaround time for digitizing loan documents from 15 days to five days.
Reginald Brown
Consumer Lending Electronic Imaging Manager
View Story
Foundation Home Loans
By the time an item reaches our customer services team, it’s electronic and classified for immediate and clear action. Freeing our team from repetitive tasks also greatly improves job satisfaction, which we see as a powerful contributor to employee performance and retention.
Julie Hood
Senior IT Project Manager, Foundation Home Loans
View Story
One of the major reasons we selected Kofax is that Kofax has an install base of about 600 companies overseas, including the Department of Defense and major enterprises in the United States.
Mr. Kazuma Yabuki
Digital Strategy Department
View Story
South African Bank
We have built our success on being there for our customers at every stage in their financial journey, and investing in innovative services like the mobile onboarding app help us to continue delivering experiences that improve people’s lives.
Spokesperson
South African Bank
View Story
Learn more about our satisfied customers: View All Case Studies
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Ready to learn more?

Whether you need to digitally transform a simple task or an end-to-end process, we can help you do it.
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