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.

Key benefits

• Protection against money laundering and other forms of fraud
• Improved compliance
• Avoidance of transaction and shipping delays for customers

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.

Key benefits

• Increased user productivity, freeing up your people
• Automated case routing and personalised self-service leading to quicker resolutions
• End-to-end monitoring and transparency in a single dashboard

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.

Key benefits

• Automated onboarding to accelerate time-to-value
• Secure collection and storage of sensitive client assets
• A better overall customer experience

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. 

Key benefits

• Automated contract routing with ability to sign via secure e-signature
• End-to-end monitoring and transparency of contract status to remove bottlenecks
• Automated notifications and actions when contracts are due to expire

Ensure customs and tax compliance, even across borders. We help minimise business disruptions resulting from tax audits and other regulatory activity.

Our automation solution uses business rules to accurately capture and store critical data according to your unique compliance requirements and across multiple jurisdictions.

Key benefits

• Reduced risks related to tax and customs non-compliance
• Streamlined audit process
• Improved confidence in your organisation’s regulatory compliance

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.

Key benefits

• Digital records of physical mail assets
• Consolidated communication histories for clients and vendors
• Faster routing of internal communications

Get new hires onboarded and up to speed faster, while fully equipping them to succeed in their roles. Our employee onboarding solution creates efficient HR workflows that can be customised for any employee role.

Automate hiring and onboarding to reduce the burden on your HR department, and ensure contracts are signed and necessary training completed through end-to-end monitoring. Set up today’s new employees for long-term success.

Key benefits

• Speed up the onboarding process through automated workflows
• Starts new hires off on the right foot during the critical orientation phase
• Reduce costs for your HR team by automating repetitive tasks

From compliance requirements to internal business standards, we help document and manage your company’s policies and procedures over time.

Document and retrieve policy memos and other communications to build a comprehensive view of how your company policies have evolved over time. 

Key benefits

• Quickly update company policies and push announcements to all of your people
• Collect and track employee acknowledgements
• Automatically route noncompliance issues for review

Centralised records management consolidates business data to facilitate easier access and reduce the time and expense of tracking down documents and other information.

Our solutions seamlessly integrate with your existing IT environment creating a single repository for content, across multiple departments. Easily get records into the hands of the right people—while also supporting compliance through secure storage and streamlined auditing.

Key benefits

• Centralised document storage with enhanced GDPR and security compliance
• Provides multi-user, version controlled access to up-to-date records
• Eliminates physical storage costs and time wasted searching for information

Employee portals can help your staff members to become fully equipped to hit the ground running in their roles from day one. Employees can securely access all the information they need and through approval workflows, users can enjoy a seamless experience. Your HR department will also enjoy the self service functionalities and reduced workload this entails.

Key Benefits:

• Securely store sensitive employee documents with restricted access rights depending on levels of seniority
• Speed up onboarding, ensuring a smooth and efficient integration into the company's ecosystem
• Reduce operational costs for your HR team by automating repetitive tasks
  Boost employee engagement

Enhance your customer experience through automated, data-driven customer communications management.

Our solutions make it easy for your people to personalise customer engagement across multiple channels including letter, email, SMS, social messaging, and more.