I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent AutomationI2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation
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Banking and Finance Industry

  • Banking and Finance Industry
  • Insurance Industry
  • Fund Management Industry
  • Pensions Administration Industry
  • Telecoms & Media Industry
Home Industries We Work In Banking and Finance Industry

Business Automation solutions for Banking and Finance

Insight 2 Value offers Business Automation solutions for Banking and Finance.

Our solutions are aimed at transforming process management, workflow, providing seamless on-boarding and improving customer service at Retail Banks, Building Societies, Mortgage and Consumer Lending organisations.

In the last few years, even the basic functions of customer on-boarding and loan processing have become much more complex. Customer profiling, fraud assessments and regulatory requirements result in a growing number of documents, more stringent information validation, greater collaboration, interactions and more complex processes. It has become necessary to manage these complex processes as a “case”.

Our solutions provide the following features for each process:

  • Enable the automated capture of inbound correspondence including letters, emails, faxes, text messages, social media feeds, web forms, digital assistants (chatbots) and voice to text.
  • Route and Allocate work to teams using rules based on work types, products and customer details
  • Collaborate with other team members to share vital information and knowledge
  • Generate and capture outbound correspondence
  • Create business rules to enable many varied business scenarios to be supported
  • Provide real-time insights into operational performance and potential breaches using management info dashboards
  • Provide different means of retrieving work dependent on users roles and the step within the process
  • Perform case analytics to provide a consistent view of structured and unstructured data

Insight 2 Value provides solutions that can be implemented in weeks rather than months and quickly tailored to the specific needs of each different organisation. Our experience and implementation methodology means that we can offer solutions which are innovative and excellent value for money.

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  • Home
  • About
    • About
    • Why Choose I2V?
    • ServiceNow
    • IBM
    • Meet The Senior Management Team
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin)
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Services
    • Services Overview
    • Managed Services
    • Unstructured Data Discovery
    • Content Migration
    • System Upgrades
    • Solution Design and Implementation
    • Monitoring your ECM Platforms
    • Consultancy
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Solutions
    • Solutions Overview
    • Solutions For Customer Service
    • Solutions For GDPR
      • Data Breach Management
      • Subject Access Request
      • Privacy Risk Impact Assesment Management
    • Solutions For Complaints
    • Solutions For Guidewire
    • Solutions for Legacy Data Clean Up
    • Solutions for Safeguarding
    • Monitoring your ECM Platforms
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy – Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • By Industry
    • Industries Overview
    • Banking and Finance
    • Insurance
    • Pensions Administration
    • Fund Management
    • Telecoms & Media Industry
    • Case Studies
      • Case Study: Permanent TSB
      • Case Study: A Large UK Benefits Consultancy Pensions Admin
      • Case Study: A Leading Investment Bank
      • Case Study: A National Sporting Organisation – Safeguarding
  • Blog
  • News
  • Partners
    • Partners Overview
    • ServiceNow
    • IBM
  • Contact
I2V Business Automation Specialists, Customer Workflow, Content Management, Customer Service Management, Intelligent Automation