Financial

Financial (Banking/Brokerage) Solutions Suite

Welcome to BizTech Automation’s Financial (Banking/Brokerage) Solutions Suite, where we revolutionize the way financial institutions operate by delivering cutting-edge digital transformation and automation solutions. Our suite is designed to meet the unique needs of banks and brokerage firms, enabling them to streamline operations, enhance customer experiences, and drive efficiency. We specialize in Accounts Payable Automation, Human Resources Automation, and Digital Mailroom Technology, providing a comprehensive range of services to empower financial organizations.

To excel in the dynamic financial industry and effectively address daily business challenges, financial services companies must employ a robust operational strategy. Tungsten Automation offers innovative solutions in Advanced Document Processing, Intelligent Process Automation, and AI to help institutions resolve pressing issues.

We aid banks and financial service providers in enhancing their operations by automating essential content-related processes, leading a banking transformation focused on efficiency, security, and customer satisfaction. Our AI-powered technology and automation tools enable banks to combat fraud, mitigate risk, improve client satisfaction, and reduce expenses.

What BizTech Automation Delivers:

  • Minimized Operational Costs: Digitize and scale processes, eliminate manual tasks, and enable straight-through processing for increased efficiency.
  • Tools to Combat Fraud and Manage Risk: Safeguard your financial institution’s assets and reputation, build customer trust, and minimize revenue losses due to fraudulent activities.
  • Enhanced Customer Experience: Facilitate personalized transactions, streamline operations, and quicken engagement times to ensure customers feel appreciated, understood, and effectively served.

Why Choose BizTech Automation:

  • Data Management Solutions: Supporting Financial Services Industry
  • Business and Document Intelligence: Expertise in automating complex document production specific to financial service organizations.
  • Intelligent Process Automation: Capability to manage financial services processes end-to-end or deliver specialized services when robust, scalable systems are necessary.
  • Integrated Systems: Seamless integration with strategic partners like Microsoft and Salesforce and a growing ecosystem of partners, merging critical data with standard applications including CRM, ERP, Loan Origination, Core Banking Platform, and more.
  • Advanced AI: Combining Generative AI, NLP, and Machine Learning to provide intelligence across the platform, from accelerating development time to automating document creation.

Our clients have automated a wide array of financial services processes across various business lines:

  • Customer Onboarding
  • Trade Finance Consumer and Commercial Lending
  • Compliance and Risk Management
  • Fraud Detection and Prevention
  • Check Fraud
  • Accounts Payable Automation
  • Document Automation and Security
  • Wholesale Lockbox
  • Intelligent Automated Digital Mailrooms

Streamline Your Financial Operations

In the dynamic world of banking and brokerage, efficient financial processes are paramount. At BizTech Automation, we offer state-of-the-art Accounts Payable Automation solutions that digitally transform your financial operations. We harness the power of technology to streamline invoice processing, payment approvals, and financial record management.

Intelligent Scanning Technology

Our Accounts Payable Automation solutions leverage top-tier scanning technology from industry leaders such as Opex, Kodak, Fujitsu, and Tungsten Automation (Formerly Kofax). These advanced scanning systems ensure the swift and accurate capture of financial documents, reducing manual data entry and minimizing errors.

Human Resources Automation

Optimize HR Processes

Efficient Human Resources processes are crucial for financial organizations. Our Human Resources Automation solutions empower you to automate HR workflows, including employee onboarding, payroll management, and compliance tracking. This not only saves time but also enhances accuracy and compliance within your HR department.

Digital Mailroom Technology

Manage Customer Communications with Precision

In the digital age, managing customer communications is a critical aspect of the financial industry. Our Intelligent Digital Mailroom Technology offers a comprehensive solution for receiving, processing, and responding to customer correspondence. We specialize in managing customer communications, fraud detection, and payment processing.

Advanced INDICIUM Automation Solutions

Our Intelligent Automated Digital Mailroom Technology is powered by INDICIUM, our proprietary intelligent digital mailroom processing solution. INDICIUM leverages cutting-edge technology to efficiently categorize, prioritize, and route incoming customer communications. It ensures that important documents are processed swiftly and accurately, enhancing customer service and regulatory compliance.

At BizTech Automation, we are committed to helping financial institutions stay at the forefront of digital innovation. Our Financial (Banking/Brokerage) Solutions Suite offers a seamless blend of automation, technology, and expertise tailored to your specific needs. We enable you to adapt to changing market demands, improve operational efficiency, and provide an exceptional customer experience.

Contact Us to schedule a consultation with our experts. Discover how BizTech Solution can help you unlock new possibilities in the world of financial service.