Next-Level Document Automation
Companies often grapple with a growing volume of mail that is critical for business operations.
Traditionally, handling these incoming documents required significant human effort, leading to delays, inefficiencies, and potential errors.
The Challenge
Our Clients faced three pressing issues:
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High Document Volume: Managing large volume of mail, with daily
peaks that strained resources.
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Manual Processes: A dependency on human intervention for document classification,
extraction, and routing.
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Operational Bottlenecks: The need to ensure timely and error-free processing of documents
supporting client transactions.
The Solution: Document Automation
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The Document Automation is a machine learning-powered platform designed to automate document handling. The solution includes:
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Data and Document Connector: Seamlessly integrates documents from multiple sources (email, physical mail, etc.)
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Document Classifier: Automatically classifies documents based on type, enabling logical categorization and prioritization.
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Data Extractor: Extracts critical information, such as client IDs, names, addresses and corporate action details, storing it in a structured format.
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Workflow Reporting and Dashboard: Provides real-time alerts, reporting, and dashboards for enhanced decising-making and oversight.
The Impact
Our Document Automation has delivered tangible results:
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Improved Efficiency: Processed higher volumes of mail without any resourcing impacts, even during peak daily volumes.
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Enhanced Accuracy: Achieved consistent data accuracy for extracted information, minimizing errors in document handling.
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Increased Productivity: Freed up internal resources by eliminating manual document processing tasks, allowing staff to focus on higher-value activites.
By leveraging advanced machine learning capabilities, the Document Automation transformed the client's document management process. This innovative solution not only improved operational efficiency but also set a new benchmark for productivity in the industry. The pilot program's success positions the Document Automation as a scalable solution for firms handling significant mail volumes and high-value client transactions.
Are you ready to revolutionise your document management process? Discover how the Document Automation can enhance your productivity and streamline operations. Reach out to us today to learn more!
