Don’t be another statistic. It’s true that businesses are being buffeted by strong winds of change. But the opportunity to rise from the mire as a highly profitable, efficient business that enjoys rave reviews from your clients is yours for the taking. And here’s how Umlaut can make that happen.
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.
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.
Visual analysis of data from every area of your business, Insights business intelligence dashboards enable reliable and informed business decisions so you can grow with confidence.
Handover your old paper records and harddrives for Umlaut to digitise, match to your current data systems and flag anomalies and gaps to ensure your business is compliant with current legislation requirements.
In case of a data breach sensitive information should never be stored historically. Our software effortlessly finds, sorts, classifies, and de-identifies personal information from your documents for complete peace of mind.
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.
Securely digitise, transfer, save and manage your financial business and client document management process with this seamless integration solution. Make it easy for your team to find information and ensure compliance.
Effortlessly record and sync your client data with your System of Record. No manual data entry, transcription errors, chasing for digital signatures or lengthy onboarding process - just lots of time back.
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.