Use advanced machine learning tools to automatically capture data from any form, eliminating manual entry and increasing accuracy. Why waste the time of your highly skilled staff on manual data entry when they could be working on business critical tasks? It doesn’t have to be that way.
Streamline document approvals, reduce document production costs and enjoy effortless workflow integration as your clients sign important documents with a couple of clicks thanks to DocuSign eSignature.
Streamline your business to run more efficiently by digitising slow, unclear administrative processes. FileBound lets you build key document workflows that ensure jobs move more efficiently through your business. Your team will know exactly what tasks they need to complete and by when.
Unlock the power of big data with all client information on a single interface, automation of tasks that drive client relationships and the ongoing analysis of your financial firm’s data to drive business growth decisions.