Global banking and financial services organization finds excellent support in the ADA System ECM & Workflow suit for the various enterprise-wide business processes management and enterprise content management needs. ADA System 100% up-time ensures 24×7×365 operation to our clients, cuts maintenance costs and helps the organization to achieve high reliability and efficient service to their customers. The ADA System is a complete organization solution and handles multiple departmental needs. ADA System has been proven a crucial factor in assisting the banking industry to improve service, availability and security.
Many applications have been built using the ADA System in banks such as:
Account opening and maintenance
The ADA System controls the accounts processing and manages all business processes that relate to documents, and support processes such as application scan, verification, fulfillment, activation and storage of all related documents in a customer centric repository for fast retrieval by different business groups. The solution offers configurable work queues and business processes to manage different type of accounts.
Mortgage and Loan
The ADA System accelerates the mortgage loan processing with workflow automation tailored to the business requirements and applied consistently across the organization. The ADA System eliminates paper document handling completely and allows lenders to capture documents and information electronically and automate manual and time-consuming processes. Banks and finance organization have come to realize that the faster they process refinancing and modification loans, the faster they grow new mortgage business and profits. Just as importantly, customer service levels and opportunities for new business stay high. The ADA System implement end-to-end Document Lifecycle Management of Loan files from pre-close to post close and easily integrate to the existing software and financial ERP systems.
Many times when dealing with a customer request, copies of documents or additional documents may need to be exchanged between the business and the customer. The ADA System ECM & Workflow suit with the built in ability to send and receive documents via email, fax, and secure portal services is key to rapidly handling these document transactions. Documents that may have required mailing in the past can be easily shared electronically, increasing the speed of response to the customer. In addition customer service handles customer inquiries, it may be necessary for the representative to notify an account manager, or others personnel about the customer’s need and route information contained in documents to the appropriate staff person. The ADA System assists with this process by using features such as scheduling and workflow. Documents could be added to a scheduler for follow up on a specified date or routed to a workflow process to handle a customer request. While the items are in process either on the schedule or in workflow, customer service and other staff would have quick visibility as to what step of the process the document is in. This facilitates answering customer questions as the document moves through an organization. Quick access to the information needed to support the customer improves service and better both the company and customer experience.
The ADA System finance application manages all the incoming and outgoing documents for the finance department. Furthermore, the application manages all approval process for acquisition and expenses with related forms and attached documents. Any approval process can be linked to the client legacy system for the retrieval and validation of data from the legacy system database. The application can set reminders for bill due-dates, monitor expenses transactions and identifies bottleneck in the work process. Thus, all approval acquisition processes are streamlined and controlled with high security level.
ADA System helps the Human Resource department to have more efficient and formalized payroll, evaluation and selection processes. It helps to accurately manage the employee’s data and prevent unauthorized personnel from accessing the files. Furthermore, It knows exactly who viewed, change or added any document in any file. The ADA System workflow helps Human Resource department to gain control over business process like hiring, performance appraisal, promotions, transfers and vacation schedules, making sure only authorized personnel will accesses and approve each relevant step while keeping track on process movement and alerting and escalating sluggish processes.