Meet regulatory audit requirements and operational risk obligations.
Automate error-prone, time-consuming, manual documentation processes.
Seamless integration with existing data management systems.
and ingest internal and client-facing documentation from any source.
unsearchable file formats into machine-readable, regulatory-compliant PDFs.
and assemble multiple files into cohesive, digitally-tagged documents.
documentation by adding headers, footers, watermarks, and tables of contents.
and save files into user-specified folders for downstream processing.
A major Consumer & Retail Banking Company in the United Kingdom (UK) found themselves unable to access millions of important client files linked to mortgages after a technology upgrade.
Original customer mortgage letters were created and stored using a soon-to-be decommissioned legacy system and had been generated using AmiPro software, which dated back to the 1990s. However, the newly implemented mortgage processing platform was developed using modern technologies, that were unable to process or even access the legacy documents.