Digital Mailroom for Financial Services
Respond faster to customers, improve efficiency, and support remote teams with an AI-driven digital mailroom solution.
Why Digital Mailroom?
Digital Mailroom transforms your whole company, not just your mailroom.
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 inbound mail at speed
Route automatically to the correct person or team
Distribute based on document type, index data, information automatically extracted, and business rules. Route mail to in-office or remote teams.
Paper and other mail in a single digital inbox
Digital mailroom software for transactional business mail, correspondence, and return mail. Process mail 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 mail-driven business processes
Accelerate work across Financial Services teams
Remove latency from onboarding/KYC, loan processing, credit applications, and mortgage processing thru mailroom automation.
Prioritize urgent mail items
Ensure no urgent document is missed by leveraging AI-driven document recognition, data extraction, and auto-forwarding. Apply SLAs to drive on-time processing.
What our customers say
FAQs
Digital mailrooms are very secure, unlike old-fashioned physical mailrooms. Mailroom automation immediately digitizes inbound documents and stores them behind secure firewalls. Digitized mail is then distributed safely, reaching only permissioned people. Digital mail cannot be sent by mistake or fraudulently to unauthorized recipients. Digital mailroom software enforces enterprise-grade security to manage the risk of documents being lost, damaged, stolen, or copied. And for non-paper mail, such as incoming email attachments, a digital mailroom provides a more secure means of document intake and routing than email distribution.
Digital mailroom 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, digital mailroom solutions provide a range of data protection tools that independently and in combination provide robust protection for sensitive data. By leveraging these protections a digital mailroom solution supports your work to ensure compliance to data protection requirements, including GDPR, CCPA, and similar regulations.
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