How Intelligent Document Processing improve operations in the financial industry

Financial institutions and banking enterprises leverage a customizable, pre-built Intelligent Document Processing solution to accelerate their operations, reduce repetitive tasks, and increase customer satisfaction.

Processing loan post-closing documents

Recognize and analyze jurisdiction-specific filings that are required for loans to be serviced or transferred (such as a deed of trust, lien placement, lien release, security agreements, etc.)

Loan servicing and collections

Digitize and automate loan servicing and collection procedures (delinquencies, forbearances, foreclosures)

Financial, compliance and risk auditing

Enhance sampling of legal documents, agreements, reports and automatically scrutinize them in search of relevant information

Accelerated customer acquisition

Quickly process onboarding documents and applications that customers need to complete.


Automatically recognize and categorize incoming unstructured and structured documents by content type.


Identify and extract the key parts of the document needed to file, validate and further process the document.

How an IDP
solution works

See how AI helps your company improve data processing.

Why financial enterprises use
Intelligent Document Processing?

Optimize & digitize
paper-based workflows

manual work

Enable application of business
rules for workflow

Increase document

Ask about a demo and see how this solution can work for you

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