Streamlined document processing for the branch of the future overview presentation

1. Smart Document Capture for Banking
Streamlined document processing for the branch of the future

2. Keep up with
non-traditional
competitors
Increase back
office productivity
Meet customers’
growing demands
The bank of the future: Top priorities
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Adapt to changing
regulations
“Banks have developed staggeringly complex and costly business and operating models. Now they must simplify. Rising
customer expectations, increasingly active regulators and stagnant shareholder returns demand it.”
PWC ,“Retail Banking 2020 Evolution or Revolution?“

3. Slow, error-prone
branch processes
Low customer
satisfaction
The problem with manual processing
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!
!
Inefficiency and
delays in the back
office
Costly and redundant
compliance verification
!
!

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(Top 10 Retail Banking Trends & Predictions for 2017)
Removing friction from the
customer journey
54%
Improve integrated
multichannel delivery
45%
Moving toward automation
The Financial Brand surveyed banks to identify top trends for 2017 and found the following:

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Streamline processes with Smart Document Capture for
Banking
Smart Document Capture for Banking helps banks leverage Lexmark’s smart MFP platform to simplify and speed up error prone and
inefficient paper-based processes across their organization.

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Customer and employee
notifications and alerts:
Status updates that keep
customers and employees in the
know
!
Seamless integration:
One solution for all bank systems,
omni-channel platforms, content
management systems and
workflow processes
Bank-wide usability:
Smart Document Workflows for
all departments, lines of
business and documents
Smart process
management:
Automated classification,
verification and compliance
checks
Smart Document Capture: How it works

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Improve
customer
satisfaction and
retention
Automate and
improve branch
processing
Leverage
document and
data
compliance
verification
Drive greater
efficiency,
speed and
accuracy in the
back-office
Smart Document Capture: Why it matters

8. Document Capture in action: Loan origination, Part 1
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Laura’s banker, John, interviews
her and collects her supporting
documents
At the MFP touchscreen, John
selects the loan icon, chooses
Laura from a list of customers
and reviews a list of required
documents
John scans all required
documents except for a second
W-2
The MFP alerts John that a
document is missing, and John
elects to proceed
!
Laura visits a nearby bank branch to apply for a mortgage

9. Smart Document Capture in action: Loan origination, Part 2
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Laura clicks a link in the email
that takes her to a portal where
she can upload the documents
Laura receives a second email
stating her loan application is
complete and under review
From here, she uploads her
second W-2
Laura receives an email that lets her know which documents have been received and which are still
needed for her loan application to completed

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The Lexmark advantage
Deep industry expertise Proven success
Customizable capabilities
to your needs

11. Next Steps
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