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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
- Commercial Loan Application
- DU Report
- Purchase Agreement/Contract
- Bookout
- Retail Installment Contract
- Bill of Sale
- Income Analysis - Tax Return/W-2/Paystub
- Purchase Advice
- Promissory Note
- Credit Application
- Driver's License
- Invoice
- Odometer Disclosure
- Proof of Insurance
- Title Application
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 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
Request Demo Today
Prebuilt configurable Banking Automations
enabling Rapid Deployments
-
Loan Onboarding QC
-
ACH Processing & Wire Transfers
-
Dispute Management
-
Income Analysis – Tax Return, W2, Paystub, Bank Statement
-
Loan Package Document Classification
-
Invoice Processing
Prebuilt configurable Banking Automations
enabling Rapid Deployments
Loan Onboarding QC
ACH Processing & Wire Transfers
Dispute Management
Income Analysis – Tax Return,
W2, Paystub, Bank Statement
W2, Paystub, Bank Statement
Loan Package Document
Classification
Classification
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
Redefine Your Operational Efficiency
Automate Credit Applications, Tax Returns & More into Meridian Link, Temenos, Fiserv
Banks spend around 30-40% of their time on back-office processing and manual documentation. Other financial institutions spend, on average, 61% of their time collecting and processing data for compliance purposes.
How Financial Intitutions Achieve Success With OpenBots
90,720
Pages processed annually
65 %
Productivity Increase
30
Hours Per Week Saved
Regional Bank
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 Coast
30,000 +
Monthly pages processed
88 %
Time Reduction to process policies
220 %
Increased in Customer Satisfaction
Insurance Agency, Canada
932,000 +
Invoices processed annually
75 %
Time Reduction to process invoices
98 %
Data Accuracy
US Hospital
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.
Discover the Cutting-Edge Automation Processes
Transforming Finance Institutions
- Automate ACH TransactionsElevate your ACH process with OpenBots. Achieve real-time settlement, minimize manual errors, and enhance transaction security, all while driving down operational costs.
- Streamline Wire TransfersOpenBots delivers seamless wire transfer automation. Experience unparalleled speed, fortified security, and error-free processing to exceed customer expectations.
- Revolutionize Loan OnboardingImplement OpenBots to automate the entire loan onboarding journey. Expedite approvals, ensure compliance, and deliver an exceptional customer experience from day one.
Easy integrations with Banking & Financial Services Industry Specific Systems
Client Testimonials
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Why Customers Choose Openbots?
Working with our team at OpenBots means much more than just accessing advanced technology; it means you’re gaining a steadfast partner committed to your growth and success.
Grow and Scale Seamlessly
Our platform isn’t just robust and adaptable; it’s designed to seamlessly grow with your business. As your needs evolve, so does OpenBots, making it not just a solution for today but a strategic investment for your future.
Our platform isn’t just robust and adaptable; it’s designed to seamlessly grow with your business. As your needs evolve, so does OpenBots, making it not just a solution for today but a strategic investment for your future.
At the Cutting-Edge of Technology
Our engineering team isn’t just keeping pace with technological advancements; they’re leading the charge. Constantly exploring and integrating the latest and greatest in business technology, we ensure that your journey with OpenBots keeps you ahead of the curve, always.
Our engineering team isn’t just keeping pace with technological advancements; they’re leading the charge. Constantly exploring and integrating the latest and greatest in business technology, we ensure that your journey with OpenBots keeps you ahead of the curve, always.
