Financial Services
Financial Services
You can’t be a digital financial services organisation with analogue documents.
Most financial services enterprises are optimised for a pre-digital world.
They rely on analogue documentation – Word and PDF – and manual processes to manage customer communications, policies, procedures, and regulatory compliance.
And yet, financial services are entering a truly transformational phase — challenging all players to find new ways to remain competitive.
For financial services providers such as superannuation funds and financial advisers, key issues such as the impact of risk and regulation, innovations in mobile and digital technologies, and the changing face of the customer are disrupting old business models.
1WordFlow Financial Services Suite
Policies Re-Imagined
Policies Re-Imagined transforms policies and procedures into dynamic, enriched web pages, accessible anywhere, on any device, in over 100 languages.
Comply
Comply automatically identifies and maps policies and procedures to the relevant regulation and measures compliance.
Transform
Transform automatically converts Word and PDF documents –product information, guidelines, statements of advice and policies, to enriched, mobile enabled web pages, eliminating downloads.
Reveal
Reveal automatically converts scanned documents to enriched web pages, extracting, analysing, and reporting on key data points.
Egenda
Egenda transforms meeting papers into fully-interactive, secure websites, available anywhere and on any device.
