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 USSupercharge your operations by eliminating manual data entry, minimising errors, enhancing accuracy, speeding up processing times and ensuring compliance.
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.
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.
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.
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.
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:
Quickly and accurately extract data from any document with advanced machine reading technology. IDP enables you to:
Easily create up-to-the-minute reports without sifting through multiple folders to pull the information together. Our business intelligence dashboards help you:
Simplify the audit process with our smart software, powered by AI and machine learning, and:
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.
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.
Streamline your data capture using our machine reading technology to swiftly scan and rectify errors from handwritten financial documents.
Efficiently remove sensitive information from records to prevent data breaches. It’s the simplest way to stay compliant and protect client confidentiality.
Fortify your clients’ information with state-of-the-art cybersecurity solutions tailored for the financial services industry.
Quickly analyse your clients’ financial data with our efficient data automation for financial advisors plus insights tools, enhancing your understanding of portfolios and investment patterns.
Our solutions easily integrate with your existing tech stack and various other applications, ensuring a smooth transition without overhauling your current systems.
Contact our team to discuss how our solutions can benefit your financial services organisation.