Financial Services Workflow Automation

Finance Services Workflow Automation from ICS

ICS has a long history of helping financial services firms successfully run their businesses on a local and global level by automating new account on-boarding, loan processing and back-office operations (AP/AR/HR).

We move financial institutions to a paper-free environment with the workflow components below. These systems are quickly set up, easy to use and scalable from a department of three to an enterprise of thousands.

Financial Workflow Components

  • Document Management: scan, retrieve and preserve information with built in role-based security
  • E-Forms: go paperless and capture information faster when and where it happens
  • Mobility: remote access to documents from smartphones and tablets

Contact us to learn more about financial services workflow automation

Applications Benefits
  • Customer Service
  • Quicker response, secure file sharing, increased consistency and decreased processing time
  • Loan Processing
  • Streamlined loan application and origination, approvals, underwriting, processing, and servicing
  • Operations
  • Access to AX from other applications, simultaneous multi-user access, process visibility with executive dashboards, centralized record storage, database synchronization, mobile clients, directly import electronic reports
  • Compliance
  • Risk mitigation, complying with Sarbanes Oxley and WORM for brokerage securities
  • Back-Office
  • Business process automation and integration with other line of business applications for departments, such as Accounts Payable, Accounts Receivable and Human Resources
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