Financial Services Workflow Automation
The Next Evolution Is Here
ICS has a long history of helping financial services firms successfully run their businesses on a local and global level by automating new account on-boarding, loan processing and back-office operations (AP/AR/HR).
We move financial institutions to a paper-free environment with the workflow components below. These systems are quickly set up, easy to use and scalable from a department of three to an enterprise of thousands.
Financial Workflow Components
- Document Management: scan, retrieve and preserve information with built in role-based security
- E-Forms: go paperless and capture information faster when and where it happens
- Mobility: remote access to documents from smartphones and tablets
Applications & Benefits
Customer Service
Quicker response, secure file sharing, increased consistency and decreased processing time.
Loan Processing
Streamlined loan application and origination, approvals, underwriting, processing, and servicing.
Operations
Access to AX from other applications, simultaneous multi-user access, process visibility with executive dashboards, centralized record storage, database synchronization, mobile clients, directly import electronic reports
Compliance
Risk mitigation, complying with Sarbanes Oxley and WORM for brokerage securities.
Back-Office
Business process automation and integration with other line of business applications for departments, such as Accounts Payable, Accounts Receivable and Human Resources.
Operations
Access to AX from other applications, simultaneous multi-user access, process visibility with executive dashboards, centralized record storage, database synchronization, mobile clients, directly import electronic reports