AI Document Processing for Financial Services

Why AI Document Processing?

AI Document Processing transforms your whole company, not just your document flow.

Speed and efficiency distinguish the most successful financial services organizations. Rapid and accurate processing of inbound documents cuts turnaround times, improves efficiency, reduces risk, and improves customer experience in key processes including onboarding, KYC processing, and loan processing.

Respond faster to customers

Increase team productivity

Ensure security & compliance

Cut costs of operation

Meet  green goals

Digitize and distribute all incoming documents at speed

Route automatically to the correct person or team

Distribute based on document type, index data, information automatically extracted, and business rules. Route documents to in-office or remote teams.

Paper and other incoming documents in a single digital inbox

AI document processing software for transactional business mail, correspondence, and return mail. Process documents from any channel – paper mail, email, mobile device submissions, branch office scans, or portal uploads.

Control document security

Route only to authorized recipients

Control permissions and distribution lists with ease. Prevent accidental or fraudulent document sharing.

Protect sensitive documents and data

Restrict access and visibility to only permissioned teams and individuals. Automate a full audit trail of document interactions and data changes.

Digital transformation for document-driven business processes

Accelerate work across Financial Services teams

Remove latency from onboarding/KYC, loan processing, credit applications, and mortgage processing through AI document processing.

Prioritize urgent documents

Ensure no urgent document is missed by leveraging AI-driven document recognition, data extraction, and auto-forwarding. Apply SLAs to drive on-time processing.

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What Our Customers Say

Ondox has delivered digital transformation to our customer interactions, across multiple use cases and business units.

— Transformation, Global Asset Manager

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Case Study

Reinsurance Leader

From 60+ offices worldwide this global reinsurer’s team of 3,000+ employees provide expertise in…

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Our traditional mailroom simply could not meet the needs of our increasingly remote or hybrid teams. Ondox solved that problem and transformed our mailroom operations.

— Facilities Manager, Financial Services Leader

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Case Study

Online Retailer

Online Retailer operating globally as a marketplace for third-party and proprietary products.

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For inbound paper mail and email attachments, Ondox automates document processing and provides digital access to all our teams. That digital transformation helps us respond faster to customers and cut time and cost from operations.

— VP Digital Services, Insurance Leader

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Case Study

Global Insurer

Leading global multi-line insurer providing property & casualty and life insurance products and services…

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The Ondox digital mailroom solution has helped us drive digital transformation across the supply chain.

— IT Director, Transportation Leader

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Case Study

Logistics Leader

One of the world’s largest independent bottlers serving over 50 leading brands.

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For our highly distributed office network and our large workforce of hybrid and at-home workers, Ondox is an invaluable mail processing and distribution solution.

— Director of Facilities and Operations, Telco Leader

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Case Study

Telecoms Leader

This telecoms industry leader provides voice, data and video services and solutions through a…

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Inbound paper-based documents used to slow down the work of many of our teams. Now the Ondox digital mailroom gets documents faster to case team members and we can serve constituents better.

— Director of Social Programs, Government Agency

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Case Study

Multi-line insurer

Operating in multiple countries this multi-line insurer processes high volumes of personal, business, and…

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The team behind Ondox worked as an extension of our team from the outset. Their agility, product knowledge, and professional approach were instrumental in achieving our goals.

— BPO Client Transformation Executive, SPS Global

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Case Study

SPS Global

SPS is one of the world’s leading technology-driven business transformation companies. It provides business…

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FAQs

AI document processing is very secure. Documents are distributed safely, reaching only permissioned people. Documents cannot be sent by mistake or fraudulently to unauthorized recipients.

Ondox AI document processing enforces enterprise-grade security to manage the risk of documents being lost, damaged, stolen, or copied. And for non-paper documents, such as incoming email attachments, Ondox AI document processing solutions provide a more secure means of document intake and routing than email distribution.

AI document processing solutions can be configured to protect sensitive data and support compliance to the standards set by your Chief Information Security Officer (CISO). By encrypting data when at rest and in transit, employing granular access permissions, and automating the generation of detailed audit trails, AI document processing solutions provide a range of data protection tools that independently and in combination provide robust protection for sensitive data. By leveraging these protections the Ondox AI document processing platform supports your work to ensure compliance to data protection requirements, including GDPR, CCPA, SOC2, and similar regulations.