Banking & Financial Services

Banking and financial services are continually undergoing major industry changes. Competition is more intense and margins are shrinking. Customers demand newer and higher levels of service, while easily changing their loyalties. Technologies and the move to e-commerce are pushing the industry.

Information generated by customers and business partners is increasing exponentially, and the need to get this information into the organization quickly and accurately is paramount.

The eFLOW Unified Content Platform is a family of forms processing and data capture solutions that empowers banks, its customers and business partners to collaborate successfully - anywhere, anytime. The eFLOW Unified Content Platform will enable banks and financial institutions to collect, verify and use critical content and data that is entering the enterprise in order to drive the business.

Information listed on structured forms and documents such as credit applications, new account forms, mortgage and loan applications and others can be captured faster and more accurately and delivered to the enterprise applications that provide customer service.

eFLOW easily handles common semi-structured documents, such as invoices, purchase orders, credit notes and others, that form part of the normal class of business transactions among trading partners.

From core banking functions to e-business initiatives, eFLOW integrates paper, images and Internet into one enterprise platform solution.

Types of Applications

• Application for Opening Account
• Application for Credit Card
• Mortgage forms
• Loan Applications
• Monthly portfolio statements
• Automated teller machine statements
• Request for Wire Transfer
• Request for Letter of Credit
• Credit card vouchers
• Cheque processing
• Student account forms

Mrs. Natasa Petanjek, Manager Data Entry Department,
PBZ American Express, Croatia

“Top Image Systems promised that we would double our production capacity. Once the TIS system entered production we actually more than tripled our production capacity, rising from approximately 200 documents an hour per operator to an average of around 650 documents an hour.
“In addition, installing TIS’ data capture platform solution, enabled PBZ American Express to decrease the number of personnel from 7 typists that had been processing fifty percent of the forms before the automated system, to 5 typists who now process 100 percent of the forms.”

Mr. Jorge Higashino, Technical Manager
FEBRABAN - Brazilian Banking Federation

"The Brazilian Bank's archives for the Worker's Guarantee Fund included documents in a variety of structured and semi-structured formats, recorded on 12 year old microfiche. The eFLOW Unified Content Platform enabled us to implement a single, efficient solution to manage the data capture and content delivery from all of the different document types."

Mr. Gerard Rumo, IT Consultant
Swiss Postfinance, Switzerland

"We chose TIS for economic and technical reasons. The unparalleled technical abilities enabled us to implement a very complex remote system."

Mr. Martin Lottermoser, Director Process- and Workflow management
SEB Bank, Germany

"TIS’ eFLOW enabled us to capture and archive one million customer files, with a total of 12 million documents, within six months. This resulted in real savings compared to the manual process. Today the information distribution to our service centers is totally done electronically, whereby TIS’ eFLOW system automatically enables the classification of the documents to right applications in the Bank."

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