Flexible document processing
in financial institutions

Automation is playing an increasingly important role in financial institutions, allowing them to process documents faster and more efficiently, while protecting the institution from potential errors associated with manual processes. Rules that streamline work within the company can also be used to improve customer service, who increasingly expects an instant response to their inquiries.

As your business grows, the time of handling various requests becomes longer and issue more urgent. To deal with them, the departments are expanding. However, as it scales, its effectiveness decreases. And each of your busy, qualified employees spends almost three hours a day entering data into company systems. This is the time they could use to productively solve the client’s problem. And data entry is a task that can be successfully automated.

Although it is not easy to take a decision to automate, you see that your team needs extra support. You are probably wondering: How to use the latest technologies to flawlessly and quickly enter sensitive personal information into the system, ensuring their full security? How to categorise data to easily use them anytime? And finally – is there a solution allowing standard cases to be solved automatically, and smoothly passing the more difficult ones to the right person?

  • Use information pulled from many communication channels.

  • Automate handling of repetitive queries.

  • Provide support team with quick access to incoming requests in a standardised format.

  • Automate the exchange of official documents.

However, you do not have to worry about the quality of customer experience provided by automation. We will train the artificial intelligence accordingly to your requirements, hence the answers will meet the standards. Your employees’ time can be fully dedicated to making decisions. They can focus on solving more demanding issues than retyping the FAQ. This way automation will translate into shorter handling times for each request, and thus a greater number of handled cases each month.

Automating the processing of uncomplicated queries means reducing service time. Try smart handling of repetitive queries for:

  • Notifications related to policies,

  • Customer information as part of the KYC procedure,

  • Invoices of various formats.

Our solution is based on Intelligent Document Processing (IDP) that extracts data from multiple sources and channels of customer communication. It provides your customer service team with always up-to-date data available in a standardised form. When contacting your support, the customer does not have to repeat their questions and answers anymore. Each consultant gets instant access to customer information in the most convenient, structured format. And cases resolved faster and more efficiently mean measurable savings for every company.

SensID Cognitive Automation can also process official documents. Define once what information you do need to extract. And earn time for decision-making, while documents and data are processed automatically. Data obtained from legal documents, tax office forms or police can be automatically saved in a chosen format, or filled in proper fields in an answer template.

  • Automatic data extraction from official documents. Data in your system without retyping.

  • Answering typical questions without bothering the team. Intelligent text recognition in multiple channels.

  • Information always at hand. Personal and business data in standardised form.

SensID Cognitive Automation means not only the efficiency of communication channels and reduced number of mistakes, but also savings. If you want to check it – ask for a demo.


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