Elevate sales and client success

Capture and securely store required documentation to validate transactions and stay in compliance with anti-money laundering regulations. 

When financial institutions require documentation and ID verification for business transactions, we quickly provide these assets through secure storage and retrieval of this sensitive information.

A modern case management solution allows a company to seamlessly collect and organise customer service interactions that happen on any channel. Our case management systems make it easy for your people to track each case to resolution with a complete view of all the information they need to complete their work.

Using our technology, you can process claims and other customer-facing activities in a single platform, helping your people to manage cases more effectively and make better business decisions.

From complex insurance cases to financial disputes, our claims processing solutions empower your team to focus on what matters. By automating your claims handling process, we can help you to more easily process and validate claims, ensure rapid case resolutions and minimize errors.

Our solutions use the latest data capture and workflow technologies to automate the extraction of information from documents, images and other physical assets with speed and precision and then route this information to claim handlers for processing

Start new client relationships off on the right foot. Our client onboarding solution combines our workflow capabilities with intelligent document management so both you and the client can get to work faster.

From eSignature gathering to centralised document storage, our accelerated client onboarding process will remind clients why they made the right choice with your business.

Manage the full contract lifecycle for your vendors, clients or employees using our contract management solution. By integrating eSignatures, we can help to further accelerate the signing process for all your critical documentation.

Our automated tools help you manage contracts from initial request to expiration and renewal, making it easy to manage these relationships at a lower administrative cost. Turn this administrative task into a value-added capability. 

Centralise postal mail, email, fax and other communications into a single digital location regardless of physical location.

Our digital mailroom solution uses intelligent automation to route communications to the appropriate individuals and departments. No more emails getting lost in individuals’ mailboxes.

Accelerate the process of capturing and processing sales orders, ensuring a seamless experience for your team and customers alike. This allows your team to focus on what they do best—closing deals and driving revenue.

By automating sales orders, you not only reduce the administrative burden on your sales team but also expedite the entire sales cycle. Contracts are swiftly generated and signed, and necessary documentation is effortlessly tracked and completed. This enables your sales representatives to spend more time engaging with clients and prospects, while our solution handles the time-consuming aspects of order management.