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Fast Track Business Processes ROI

With Pre-Built Automations and Document Templates
within Banking & Financial Services

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Prebuilt Banking Document
templates enabling fast ROI

  • Appraisal
  • Bank Statement
  • Credit Report
  • DU Report
  • Bookout
  • Bill of Sale
  • Commercial Loan Application
  • Purchase Agreement/Contract
  • Purchase Advice
  • Promissory Note
  • Retail Installment Contract
  • Income Analysis - Tax Return/W-2/Paystub
  • Credit Application
  • Driver's License
  • Invoice
  • Odometer Disclosure
  • Proof of Insurance
  • Title Application
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Prebuilt Banking Document
templates enabling fast ROI

  • Appraisal
  • Bank Statement
  • Credit Report
  • DU Report
  • Bookout
  • Bill of Sale
  • Commercial Loan Application
  • Purchase Agreement/Contract
  • Purchase Advice
  • Promissory Note
  • Retail Installment Contract
  • Income Analysis - Tax Return/W-2/Paystub
  • Credit Application
  • Driver's License
  • Invoice
  • Odometer Disclosure
  • Proof of Insurance
  • Title Application

Prebuilt configurable Banking Automations
enabling Rapid Deployments

  • Referral Loan Onboarding QC
  • Prior ACH Processing & Wire Transfers
  • Lab Report Dispute Management
  • Prescription Income Analysis – Tax Return, W2, Paystub, Bank Statement
  • Payment Loan Package Document Classification
  • Accounts Invoice Processing

OpenBots Demos

Invoice Processing AI Data Extraction into Fiserv Prologue

Purchase Contract AI Data Extraction into Encompass

Appraisal Bot for Encompass - Mortgage Automation Solutions

How Financial Intitutions Achieve Success With OpenBots

90,720

Pages processed annually

65 %

Productivity Increase

30

Hours Per Week Saved

Regional Bank Icon Regional Bank

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1,512

Loans processed annually

87 %

Processing time reduction

100 %

Compliance with QA requirement

6

New Loan Onboarding Automation

20,000 +

Documents processed per month

Mortgage West Icon Mortgage West Coast

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30,000 +

Monthly pages processed

88 %

Time Reduction to process policies

220 %

Increased in Customer Satisfaction

Insurance Agency Icon Insurance Agency, Canada

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932,000 +

Invoices processed annually

75 %

Time Reduction to process invoices

98 %

Data Accuracy

Us Hospital Icon US Hospital

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A study by the Federal Reserve found that loan officers spend nearly 21% of their time on loan documentation & processing.

These insights underscore the challenges faced by loan officers, underwriters and staff due to manual document processing and the need for accurate data entry into systems of record.
The adoption of intelligent automation and AI solutions, like those offered by OpenBots, has proven to alleviate these burdens by automating data extraction and entry, thus improving efficiency and accuracy.
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Easy integrations with Banking & Financial Services Industry Specific Systems

encompass
openclose
blue sage
finastra
temenos vector
black knight
fis global
pep logo
Jack henry
silver Lake
symitar vector
cocc notag
Duck Creek
Guid Wire
Majesco
Applied Epic
Pioneer Rx
Sales
Actimize
Verafin
Csi
Calyx
Fuison
Hawksoft
Fiserv

Client Testimonials

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