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Previous manual process to manage documents was labor-intensive and time-consuming. |
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Wanted to deploy a comprehensive process automation service to manage all client
documentation. |
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Required a solution with the capabilities to expand enterprise-wide in the future. |
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Provides a services-based solution for Web-based image hosting and workflow management. |
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Automated workflow solution manages the flow of over 144 different types of forms. |
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New account forms, IRA distribution, account update and W9 forms are remotely captured and scanned directly into the ASPEN 360 system. |
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Increases operational efficiency enterprise-wide with an On-Demand Service offering. |
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Complete automation of document processing eliminates the manual handling that was slowing down their business |
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Enables company to focus on their business and provide better service to customers. |
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