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Discover how Xplan can help financial advisors in the UK stay connected with their clients while providing efficient and effective service.
Discover how custom coding in Xplan can improve your financial advice business's efficiency and productivity. Learn how Umlaut Solutions can help you make the most of your Xplan software.
Xplan financial planning software can help financial advisors in the UK transform their practice into a paperless office, improving efficiency, client relationships, and sustainability.
Machine learning (ML) heralds a new era for BFSI firms. From fraud detection to enhanced customer service, ML has the power to transform how you do business.
OCR technology has served businesses well for many years. But it’s time to embrace new opportunities to ensure your business remains competitive.
Want to speed up the home loan pre-approval process and deliver a better customer experience? It’s not magic - it’s intelligent document processing (IDP).
Intelligent automation offers insurance firms a way to simplify claims processing and underwriting processes, without compromising accuracy or compliance.
Your clients trust you, therefore planning your cyber risk management strategy to protect their data and your business's IP should be your top priority.
With costs mounting on all sides, construction firms need to find ways to save money. Discover how integrating Procure can streamline the AP process.
The banking and finance sector is currently facing a raft of challenges. Discover how a single automation solution can help your firm meet them head-on.
With compliance obligations growing in the BFSI world, see how an IDP solution can streamline regulatory reporting, enhance assurance and reduce costs.
With pressure mounting to uncover cost savings and unlock efficiencies, automated data capture is the way of the future. But which technology is best for your business?
Umlaut’s acquisition of Xplan experts, Specialist PMC, opens up new possibilities for the finance industry, promising next-level automation & efficiency.
Workflow automation offers many benefits for finance & insurance firms. Discover how Umlaut & Hyperscience can help you take full advantage of this technology.
AP automation can supercharge growth for construction businesses. Spend less time chasing paper and more time building business relationships.
AP automation can save your business up to $14 per invoice. Discover the top 10 AP automation tools for 2022 thanks to the experienced team at Umlaut.
More compliance means more documentation. Intelligent document processing offers a way to automate data collection while safeguarding information accuracy.
Interested in automation but unsure if it’s right for your finance or insurance firm? Human-centered automation could be the answer with Umlaut & Hyperscience.
In this demo we look at a possible mortgage package submission. We use automation around classification, identification for semi-structured and transcription. We then validate those documents.
While the financial planning sector is expanding, the cost of doing business is also rising. New compliance regulations, increasing administration costs and greater complexity all add up.
Sensitive information should never be stored historically, so you need to have a reliable data redaction strategy in place.
Here are 11 benefits of automating your data management tasks. Find out how to free up your time, allow you to de-stress, and let you work on the projects you enjoy most, while becoming more profitabl
Learn the strengths and limitations of RPA bots versus other intelligent automation solutions. Choose the right automation technology for your organization.
Go a step further than just meeting your Know Your Client obligations. Know your business too, and beat the competition. Find out how.