Banking & Financial Services Solution

Managing financial documents from banks, mortgage lenders, investment firms, and other financial service institutions with PSIGEN’s document scanning and capture software can increase revenue, productivity, and customer service. PSI:Capture can scan, consume, and process loan files, claim documents, transaction records, statements, remittances, checks, receipts, and more.

Prevent employees from wasting time contacting other branches/offices for information or searching through dozens of filing cabinets.

Stress-free audits and compliance support – search for and retrieve any document in seconds through PSI:Capture produced searchable repositories.

Signature Extraction – image processing profiles can be activated to extract signatures

Barcode separator sheets – create document libraries and folders to enhance searches in any of PSIGEN’s 35+ supported backend systems

“PSI:Capture has been a tremendous help to our bank. It has helped us with turnaround time for document requests, and also cut down on time consuming projects.”
- Ailesense Samatua, Ops Supervisor, Silicon Valley Bank

“The very first appealing quality of PSIGEN was how exactly it duplicated the manual workflow processes that we created. Plus with the options available on how the documents could be scanned, we were able to increase the scanning production from 20,000 per month to 100,000 per month within the first six months.”
- Mark Olander, Executive Vice President, Tax Resources, Inc.

Solution for Scanning, Indexing, and Archiving Banking and Financial Documents Into SharePoint
Tax Audit Scanning and Imaging Document Processing