Do what you do best – automation does the rest

Use document management and workflow software to automate your financial services business’s tedious and time-consuming aspects and free up time for more valuable tasks.

TALK TO US
➜

The best way for financial advisors to automate their workflow

Supercharge your operations by eliminating manual data entry, minimising errors, enhancing accuracy, speeding up processing times and ensuring compliance.

EASY

Xplan integration

Reduce overwhelm and optimise your Xplan with us – we’ll ensure it’s a simple and cost-effective process. We provide consultancy services around Xplan and build workflows to ensure your operations run smoothly.

MORE

Efficiency

Automate data capture and syncing, eliminating tedious data entry and unnecessary document shuffling. Save time and resources and increase profitability with no more manual forms, transcription errors and time-wasting tasks.

EFFORTLESS

Compliance

Say goodbye to audit stress. Our KYC technology digitises client records and ensures you meet KYC standards. With centralised storage, you’ll find accounts and paperwork with one click.

Intelligent data and document management software for financial planners

Automated document processing that uses machine learning has transformed the financial services industry. Tasks are now done in a fraction of the time. With improved accuracy and shorter timelines, customer satisfaction soars, compliance is a no-brainer, and you get peace of mind.

Xplan optimisation

We’ll help you make the most of Xplan. We have tailored solutions for financial advisors, leveraging smart tech to enhance your efficiency and data management and leading to ultimate client satisfaction. Our end-to-end Xplan expertise will help you:

  • Integrate robust cyber security measures.
  • Seamlessly integrate document management and insightful business intelligence dashboards.
  • Develop a customised Xplan solution with ongoing advice and support.

Learn More

Intelligent document processing

Quickly and accurately extract data from any document with advanced machine reading technology. IDP enables you to:

  • Capture and integrate data from handwritten documents quickly and seamlessly.
  • Reduce time wasted on data entry and chasing signatures.
  • Eliminate transcription errors.

Learn More

Real time reports

Easily create up-to-the-minute reports without sifting through multiple folders to pull the information together. Our business intelligence dashboards help you:

  • Retrieve your clients’ information and effortlessly compile it into a report.
  • Easily access rich insights into your clients’ financials to gain new levels of data analysis.
  • View real-time, organisation-wide data with a visual breakdown categorised by employee, team, client or service.

Learn More

Seamless compliance

Simplify the audit process with our smart software, powered by AI and machine learning, and:

  • Guarantee KYC compliance.
  • Minimise fraud risk through streamlined verification processes.
  • Make it easy to maintain accurate, complete and updated customer records.

Learn More

Talk to us

Reach out to our team today to discuss your requirements and learn how our solutions will change the way you do business for the better.

Lets talk

Data journey stage solutions for financial services companies

Keeping your clients’ financial data orderly, precise, compliant and secure is essential. Our advanced and scalable solutions use top-tier technology to gather, refine, and safeguard sensitive information.

Data capture solutions

Enhance efficiency and accuracy with machine-reading technology that swiftly extracts and corrects data from any document, including unstructured or handwritten documents, fact finds, IDs, pay slips, statements and more, automating data capture and reducing errors.

Learn more >

Data cleaning solutions

Enhance data security in banking with automated redaction software. Streamline the removal of sensitive information from financial records to prevent breaches and ensure regulatory compliance.

Learn more >

Data security solutions

Enhance data security in banking with automated redaction software. Streamline the removal of sensitive information from financial records to prevent breaches and ensure regulatory compliance.

Learn more >

Data analysis solutions

Streamline decision-making with a single-view solution that offers insights and analysis of customer behaviour, transaction trends and resource management through automated data processing.

Learn more >

Integrations

Our solutions easily integrate with your existing tech stack and various other applications, ensuring a smooth transition without overhauling your current systems.

SEE ALL INTEGRATIONS

Insights and resources

Trusted by

Talk to us

Contact our team to discuss how our solutions can benefit your financial services organisation.

Lets talk