Financial Services
intelligent tools that increase profits and client satisfaction
i3logix document management tools will help your financial institution attract new business, maintain customer loyalty and reduce costs, all while maximizing profits. In the transaction driven business of securities and wealth management, i3logix customizable document workflow software features rapid processing and secure account management for all electronic transactions through multiple approval levels. i3logix breakthroughs in revenue cycle management simplify the collection, scoring and processing of sensitive financial information for banking and lending. These improved information systems save time and increase customer satisfaction.
i3logix wealth management solutions will:
- Improve customer acquisition and retention
- Automate electronic and paper-based account activity
- Automate account-servicing requests
- Automate document and form packages
- Streamline transaction process
- Enforce security and privacy regulations and mandates
- Automate broker/dealer portals and processes
i3logix can improve banking and lending systems by:
- Quickly processing applications from paper and fax
- Verifying application information with business rules processing
- Connecting to third-party fraud and scoring systems
- Creating and delivering response/approval notifications
- Supporting most online and email applications
- Archiving completed forms to back-end systems