Meet the evolution of financial services and insurance industries head on.
Finance and insurance markets are evolving as consumers seek new financial strategies and products, insurance policies in a competitive landscape ripe with innovation. While maintaining the highest degree of security and compliance is a priority, business process workflows and digital documents are at the forefront of this fundamental framework shift. Managing the changing customer needs and business dynamics is convoluted and highly time-consuming for financial institutions and insurance agencies alike, but managing documents need not be. And Tessi Docubase® makes it seamless.
Focus on delivering end-to-end financial services.
Financial service providers face many challenges ranging from banking and investments to lending. All of which demand a high volume of documentation and paperwork. Integrate core business processes across multiple business segments and link legacy systems throughout the enterprise to Tessi Docubase®’s DMS solution, with access to all the documents you need, on the go, regardless of format, with security and compliance.
Achieve differentiation with enhanced process efficiency.
Manage and distribute information that facilitates effective decision-making. Benefit from the distinct competitive advantage of Tessi Docubase®’s document management system that enables not just capturing, managing and distributing digital documents across the enterprise, but also workflow automation that removes redundancies and human error.
Docubase Check Manager™, for instance, enables financial representatives dealing with check payments to
- Scan the check,
- Read the MICR Code,
- Capture an image of the check and
- Automatically launch a query to an application.