Robust solutions that help you stay ahead of the game.
Is your organization bogged down by reams of paperwork and tedious data entry? No matter your size or area of focus, you can have it all: decreased costs, increased profits and happy clients for a well-rounded, highly competitive business approach. The data your organization handles needs to be kept lockbox secure, but also accessible for clients, auditors and internal parties. From fraud protection and wealth management to mortgage lending, our process solutions help financial institutions like yours manage their data, streamline their processes and proactively meet regulatory requirements. Don’t let mountains of data hold you back – a better way to work is here to give you peace of mind.
Financial Services Use Cases
Enhance Customer Experience
Make an impactful change in your organization by creating a seamless flow of information across your organization.
Create Usable Structured Data
Structure and migrate your data into a format that works with your systems makes it more accessible to drive your business.
Use Data for Decision-Making
Make informed and accurate business decisions based on your historical data rather than just your intuition.
Augment Technical Staffing Needs
Fill in the gaps in your technical team with our fully trained team of experts, dedicated to your projects and needs, on your time and budget.
Think about how many systems you log into per day. Having too many systems and tools to run your organization is not only overwhelming but also time-consuming, confusing, and expensive.
Financial Services by the Numbers
Case Study: Enabling Remote Work for a Wealth Management Organization Through Paper Capture & Extraction
Case Study: Streamlined Operations for Leading Financial Services Firm
A global financial services firm partnered with DataBank to automate its new account setup process and free up employees bogged down by manual paper processes.
Case Study: ECM Solution Increases Productivity
VSR Financial Services shifts gears to a new content management system to improve compliance and processing capacity.