Financial Services

As customer demands increase and financial institutions are required to do more with less, the need for dramatically improved efficiencies and productivity has never been greater or put more pressure on management.

ExpeData’s solutions for the Financial Services industry enable institutions to  reduce costs linked to paper processing while shortening approval processing and response times, resulting in enhanced customer service and interactions. The solutions can transform business operations and free customer-facing personnel to focus on driving profitable sales to help achieve high performance.

Solutions leveraging digital pen and paper technology also enable financial institutions to maintain the legal protection of having paper documents with original signatures and retain the human touch for sensitive information gathering related to financial forms.

Sample Applications

• New Account Applications
• Enrollment Forms (Annuity, Individual Life, Health)
• Requests For Information
• Claims Forms (Property & Casualty, Field Adjusters)
• Surveys And Questionnaires
• Contracts And Amendments

Benefits

• Reduction in costs linked to paper processing
• Shortened approval processing and response times with less drop-off
• Significant cycle time reductions, accelerated time to revenue
• Enhanced customer service and interactions

Results

These selected case studies demonstrate how financial services and insurance organizations are leveraging ExpeData solutions to optimize workflow, reduce process time, enhance productivity and improve revenues.

• Credit Card Provider streamlines new account application setup
• UBS focuses on enhancing workflow among Senior Advisors
• USHEALTH Group reduces time to process health insurance applications