Your Business Processes.
Streamlined.
ECM Automation Systems
• Any “Paper/Person-Centric” Process
• Supporting Documents
• Complex (Uncontrolled) Business Processes
• Application & Cl...
• ROI < 9 months.
• 50%+ increase in Productivity.
• Improved Customer Satisfaction.
• Accelerated Revenue Cycles
• Enhanc...
3 Core Components:
• Smart Repository
• Smart Workflow
• Enterprise Integration
Additional Components may include:
• Custo...
ECM Automation Systems
Case Study
The loan process is
intensive and
costly
Why
now?
• Competition
• Increased Risks
• Leverage New Technologies
• Increased Costs (Compliance & Storage)
• Origination & Underwriting
• Borrower Documents: W-2’s, 1040’s, Bank
Statements, 401k/IRA’s and more…
• Paper, Email, Fa...
• mFolder – docs + metadata
• Borrower Uploads, Email Integration
• Enterprise Document Management
• Version Control
• Ent...
• Status – New, WIP, Complete
• Initiation of mFolder (Case)
• Routing – Review, Approve
• Classify & Extract
• Declare Re...
• Zia LAS + Your LOS
• Email & Office Integration
• Viewer, Capture, Portal
• LOS Integration
• Point-to-Point
• Enterpris...
Additional Components
Borrower Site/Portal
• Secure Customer Login
• Loan Origination
• Upload Documents
• Check Status
• ...
In-Process Capture™ (IPC)
• Classification & extraction optimized for use
WITHIN your document repository
• Capture by use...
Additional Components
OCR-as-a-Service
Advanced Closing Extraction™ (ACE)
• Classification for Hundreds of Closing Documen...
• We said we save you time, we can
prove it.
• Compliance & Management Metrics
• Reporting / BI Integration
• Managed by Z...
Rapid ROI (< 9 months)
50% > Process Improvement
Accelerated Revenue Cycles
Compliance
Actionable Analytics
Zia Loan Autom...
Demo!
Life Insurance Applications
ECM Automation Systems –
Where Else?
New Life Insurance Applications
• ~500 Unique Forms
• ~ 6 million docs/year
Expensive + Slow + Error Prone
• Agents – Uplo...
Zia Insurance Automation System
Results:
• Quick Wins with Discrete Projects
• Automate Classification
• Forms – Version C...
Questions?
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ECM Renovation Roadshow: Automation Systems

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It’s time to Renovate your ECM system and:

Save Money

With document automation solutions that remove the cost and complexity of your existing business processes, leveraging technologies from Capture to Case Management to Enterprise Integration. And provide the added benefits of increasing your time to revenue and delivering actionable analytics.

Published in: Technology, Business
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ECM Renovation Roadshow: Automation Systems

  1. 1. Your Business Processes. Streamlined. ECM Automation Systems
  2. 2. • Any “Paper/Person-Centric” Process • Supporting Documents • Complex (Uncontrolled) Business Processes • Application & Claim Processing • Mortgage, Insurance, Government, Education…. • Benefits, Permits • Employee Onboarding • Contracts Management / Invoice Processing ECM Automation Systems – Where?
  3. 3. • ROI < 9 months. • 50%+ increase in Productivity. • Improved Customer Satisfaction. • Accelerated Revenue Cycles • Enhanced Compliance • Actionable Analytics. Prove It! ECM Automation Systems – Why?
  4. 4. 3 Core Components: • Smart Repository • Smart Workflow • Enterprise Integration Additional Components may include: • Customer Self-Service Web/Portal • OCR-as-a-Service • Records Management • Zia OneView ™ - Actionable Analytics ECM Automation Systems - What?
  5. 5. ECM Automation Systems Case Study
  6. 6. The loan process is intensive and costly
  7. 7. Why now? • Competition • Increased Risks • Leverage New Technologies • Increased Costs (Compliance & Storage)
  8. 8. • Origination & Underwriting • Borrower Documents: W-2’s, 1040’s, Bank Statements, 401k/IRA’s and more… • Paper, Email, Fax, Borrower Upload • Closing • HUD-1 & Other Closing Docs • Business Process Integration • Loan Origination System (LOS) Integration • Post Closing • Classify & Extract with ACE • GFE, TIL, HUD-1 • Sort & Stack for Delivery Zia Loan Automation System
  9. 9. • mFolder – docs + metadata • Borrower Uploads, Email Integration • Enterprise Document Management • Version Control • Enterprise Search • “Paperless Underwriting” – including Annotation (Markup) of Documents • Document Assembly • Automatic Records Management How - Smart Repository
  10. 10. • Status – New, WIP, Complete • Initiation of mFolder (Case) • Routing – Review, Approve • Classify & Extract • Declare Record How – Smart Workflow
  11. 11. • Zia LAS + Your LOS • Email & Office Integration • Viewer, Capture, Portal • LOS Integration • Point-to-Point • Enterprise Service Bus How - Enterprise Integration
  12. 12. Additional Components Borrower Site/Portal • Secure Customer Login • Loan Origination • Upload Documents • Check Status • Unique Landing Page • Simple Design & Branding • Asset Re-use Across Sites
  13. 13. In-Process Capture™ (IPC) • Classification & extraction optimized for use WITHIN your document repository • Capture by users within business process – by borrower, by document Additional Components OCR-as-a-Service
  14. 14. Additional Components OCR-as-a-Service Advanced Closing Extraction™ (ACE) • Classification for Hundreds of Closing Document Types • Extraction for Critical Closing Documents • HUD-1, TIL, GFE • State specific documents (CA, IL…) • Tested/Validated with Leading Mortgage Company
  15. 15. • We said we save you time, we can prove it. • Compliance & Management Metrics • Reporting / BI Integration • Managed by Zia OneView ™ Additional Components Actionable Analytics
  16. 16. Rapid ROI (< 9 months) 50% > Process Improvement Accelerated Revenue Cycles Compliance Actionable Analytics Zia Loan Automation System Delivers:
  17. 17. Demo!
  18. 18. Life Insurance Applications ECM Automation Systems – Where Else?
  19. 19. New Life Insurance Applications • ~500 Unique Forms • ~ 6 million docs/year Expensive + Slow + Error Prone • Agents – Upload to ECM system • Customers - Paper, Email, Fax • 3rd Parties – Paper to EDI (Lab Results, Medical Forms) • Email/Fax – Print & Re-Scan Previous Solution – More People. Automation Case Study Regional Life Insurance Company
  20. 20. Zia Insurance Automation System Results: • Quick Wins with Discrete Projects • Automate Classification • Forms – Version Control + Redesign + Rationalization • Customer Portal • Automate Extraction • Actionable Analytics • Reduced Costs • Reduced Delivery Time to Underwriting = Time to Revenue • Reduced Error Rates
  21. 21. Questions?

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