Focus on
Servicing Customers, Not on Pushing Paper
Workers in the financial services industry
have long known the challenges associated
with managing paper. Banks, credit unions,
investment firms, lenders, and professional
financial services companies produce and
receive large amounts of paper files in the
course of business. While in some cases
regulatory requirements necessitate the use
of paper for certain transactions, the
reality is that the vast majority of paper
use is unnecessary. In an industry with
heavy competition and low margins,
eliminating inefficient use of paper can be
the difference between failure and success.
With our IntelliSite™ EasyDoc web-based service,
financial services companies can reduce costs,
increase expense control, and ensure
compliance with regulatory guidelines.
Customer applications, appraisals, claims,
correspondence, financial statements, loan
documents, mortgage documents, and proposals are among the
many types of documentation and content that
can be now managed in a secure and paperless
way – allowing your personnel to focus on what they do best instead
of pushing paper. IntelliSite™ EasyDoc enables
round-the-clock controlled web access to
documents among company personnel, vendors,
clients, and business partners.
A Complete System For Secure Management of
Financial Documents
IntelliSite™ EasyDoc offers a complete set of
web-based tools to help financial services
organizations
increase efficiencies, improve productivity,
and control risk:
Streamlined document management.
IntelliSite™ EasyDoc enables
companies to streamline and automate
the processing of financial services
documents. Structured electronic
workflow and intelligent eForms
enable faster processing times,
reduce the number of processing
errors, create worker
accountability, and improve the
level of customer service.
Anytime, anywhere document access.
Authorized users have instant access
to financial documents from anywhere in
the world with only a browser
connection. Wasted time in having to
locate, copy, and distribute paper
files is eliminated.
Effective records management.
IntelliSite™ EasyDoc makes it easy for
financial services companies to archive records and manage
those archives with retention
policies that automatically classify
how, where, and for how long records
are kept.
Audit trail of all document and
file activity.
Full details are recorded every time
a document is viewed, altered, or
routed in the system — providing
staff with important audit
capabilities to meet corporate
governance and governmental
regulations.
Real-time dashboard reporting.
Effective dashboard or scorecard
reporting allows management to set
goals, targets, checks, and balances
and continuously monitor trends and
key performance metrics. These
metrics may include cost, time,
requirements, risk, customer
satisfaction, sales revenues, or
other measures critical to
management.
IntelliSite™ EasyDoc tracks these metrics by
capturing key data at every step in
the processing of financial
documents.
Client Case Study: Harvest Capital Risk
Mitigation Group
Harvest Capital (www.harvestcapital.org)
provides home loan modification services to
homeowners across the country. Harvest
Capital has an elite team of attorneys and
loss mitigation specialists dedicated to
assisting homeowners that are unable to make
mortgage payments in today's difficult
economic conditions. Harvest Capital
selected IntelliSite™ EasyDoc to automate
loan modification processing, streamline
sales agent management, secure full
compliance with strict regulatory
guidelines, and automate processes for
generating and managing sales leads. With
IntelliSite™ EasyDoc, Harvest Capital
transformed inefficient, paper-based
processes to reduce costs, improve worker
productivity, and reduce business risk.
