15
October
2023
Imaging Group has been providing Document Management solutions tailored for the needs of the finance world. We seek to rationalize business processes to achieve full control of the document cycle.
By analyzing business processes, understanding them and optimizing their management and integration, we are able to build highly customized applications for the different needs and peculiarities of each organization.
Our services can range from the dematerialization of paper, to the creation of an ad hoc solution for the management of documentation and the automation of the procedures that it must follow.
A Mandate Management procedure, a project entirely developed by Imaging Group for a well-known SGR, allows for the organization of the entire document flow generated from the moment a new position is opened, to the acquisition of a new customer.
Some features of the solution include:
A loan is a complex function due to the numerous documents required and the strict set of criteria for approval.
Our solution aims to rationalize the process that leads to mortgage approval, from the initial customer request to its completion.
A BPM is beneficial in scenarios where it is necessary to follow and monitor the status of certain documents within a company organization. It reduces the management of paper documents including the typical problems of possible data loss, handwritten notes that are overlooked, etc.
A research of a given document managed through a BPM is much faster and is carried out even in highly distributed contexts. Consequently, this has a strong impact on Customer Satisfaction: a Customer Care that at any time can provide explanations as to the status of a customer’s file is unquestionably evaluated positively.
It is also possible to integrate Robotic Process Automation into the process, allowing bots to carry out repetitive activities, leaving more time for staff to devote themselves to greater value added activities.
A Mandate Management procedure, a project entirely developed by Imaging Group for a well-known SGR, allows for the organization of the entire document flow generated from the moment a new position is opened, to the acquisition of a new customer.
Some features of the solution include:
A loan is a complex function due to the numerous documents required and the strict set of criteria for approval.
Our solution aims to rationalize the process that leads to mortgage approval, from the initial customer request to its completion.
A BPM is beneficial in scenarios where it is necessary to follow and monitor the status of certain documents within a company organization. It reduces the management of paper documents including the typical problems of possible data loss, handwritten notes that are overlooked, etc.
A research of a given document managed through a BPM is much faster and is carried out even in highly distributed contexts. Consequently, this has a strong impact on Customer Satisfaction: a Customer Care that at any time can provide explanations as to the status of a customer’s file is unquestionably evaluated positively.
It is also possible to integrate Robotic Process Automation into the process, allowing bots to carry out repetitive activities, leaving more time for staff to devote themselves to greater value added activities.
