Financial Services Intelligent Document Processing How intelligent document processing helps banks turn call center transcripts into business intelligence June 17, 2022 by adamdev While banks have long had the ability to transcribe call center conversations into text, a problem remains: what to do with them? The transcripts amount to terabytes of data in an unstructured format, putting them out of reach for most analytics engines.Ā Ā That leaves banks using armies of employees to read through the transcripts to […] Read more Ā»
Financial Services Intelligent Document Processing Opinion Piece 10 keys to adopting a transformation mindset in financial services November 19, 2021 / October 9, 2025 by adamdev This is a guest post written by Deepika Chopra. Deepika is currently a Senior Vice President with LPL financial, where she heads up a Center of Excellence (COE) focused on Business reinvention and Continuous improvement. A Business transformation leader with hands on experience on how to manage Product, People , Data and Technology to lead […] Read more Ā»
Commercial Banking Financial Services Intelligent Process Automation Investment Banking Use Case How Intelligent Automation Delivers Value Through Process Acceleration April 1, 2021 by adamdev In talking to customers about the return-on-investment they can expect from intelligent document processing, many believe it comes only from straight-through processing (STP), where a process is completely automated end-to-end. In practice, itās the rare use case that can achieve full STP, but every intelligent automation use case still delivers ROI by accelerating the process […] Read more Ā» Intelligent automation Intelligent automation tool Straight-through processing Intelligent document processing Intelligent process automation machine learning unstructured content automating invoice processing STP
Commercial Banking Financial Services Intelligent Process Automation Use Case How to Automate Anti-Money Laundering Regulatory Compliance with Intelligent Document Processing March 5, 2021 by adamdev Every financial institution must meet various regulatory requirements, including one, anti-money laundering (AML),Ā which requires them to peruse literally thousands of documents and web pages. Thatās why AML automation of documents has been high on financial institution wish lists for some time now.Ā In the U.S., meeting AML requirements means complying with theĀ Bank Secrecy ActĀ and […] Read more Ā»
Commercial Banking Financial Services Intelligent Process Automation Use Case 3 Ways Intelligent Automation Transforms the Mortgage Origination Process January 4, 2021 by adamdev Banks and mortgage brokers have a problem: their customers arenāt too happy with them. One big reason is that their mortgage origination processes are too slow, a situation that is crying out for mortgage process automation solutions, including for loan origination automation. Banks are losing business to non-depository loan originators, which have doubled their market […] Read more Ā» AI Intelligent automation mortgage mortgage origination
Commercial Banking Financial Services Intelligent Process Automation Robotic Process Automation Use Case Combining IPA & RPA to Automate Lockbox Processing November 5, 2020 by adamdev In yet another example of an automation use case where robotic process automation (RPA) alone cannot get the job done, this week we bring you an example from the financial services realm: lockbox processing. Itās an example of a process that requires an intelligent automation tool to āreadā documents that include unstructured content, in this […] Read more Ā»
Artificial Intelligence Business Financial Services Intelligent Process Automation Machine Learning Robotic Process Automation Process Automation Comes to ISDA Master Agreements May 22, 2020 by adamdev The financial world is rife with various types of documents. Still, perhaps none is so vexing as the ISDA Master Agreement, a long, detailed document that typically requires careful manual intervention to process ā making it a great candidate for intelligent document processing. Published by the International Swaps and Derivatives Association (ISDA.org), the ISDA Master […] Read more Ā» financial process automation financial Services Intelligent process automation
Business Financial Services Insurance Intelligent Process Automation Digital Mailrooms: Intelligent Process Automation Cleans out Email In-boxes May 18, 2020 by adamdev As companies look to cut costs for centralized contact centers, they are increasingly looking for ways to encourage customers and prospects to interact with them in ways other than by phone, which is the most expensive avenue. As a result, corporate email in-boxes ā also known as ādigital mailroomsā ā are being flooded with messages, […] Read more Ā»
Financial Services Intelligent Process Automation Machine Learning Bringing Intelligent Process Automation to Financial Document Analysis April 2, 2020 by adamdev The investment industry relies heavily on data and has long been a leader in using technology to collect, analyze and distribute financial data. It may be surprising, then, that automation has largely escaped the process of culling actionable data from an investment staple: SEC quarterly earnings reports (specifically, 10-Q and annual 10-K forms).Ā The […] Read more Ā»
Business Financial Services Insurance Intelligent Process Automation Text Data Use Case Intelligent Process Automation Addresses Invoice Processing Pain Points March 3, 2020 by adamdev Processing invoices is an issue that just about any large company struggles with ā and one thatās ripe for automation. But itās a classic example of an application where process automation software that relies on templates fails to deliver consistent results, for reasons that are easy to understand. Consider a large enterprise that has […] Read more Ā»
