Banks have to keep record of every client transaction that occurs and without an automated process, entering this data can be a time-consuming and error-prone process for employees.

Financial services companies are required to keep records of all correspondence between clients, along with all the paperwork concerning their clients’ financial policies. If these documents are stored in paper files, this can lead to a significant accumulation of physical files, costing the business in storage space, and likely requiring them to pay for secure offsite storage.

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Simplify Financial Transactions

PSIcapture can automatically capture transaction data from documents or PDFs, extract it and route it seamlessly to your digital repository. Provide fast and efficient customer service and cut costs by streamlining this process. Learn how Lake City Federal Bank uses PSIcapture to automate the transaction process:

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Automate Signature Extraction

PSIcapture can use image processing profiles to locate, extract and crop signatures from checks or other banking documents. PSIcapture can then output the signatures to a document management system or a specified output structure, where they can be imported into a signature verification product, such as SQN’s SENTRY Signature. With PSIcapture, this automated processing simplifies and speeds up the complex task of signature extraction.

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Auto-Route Documents to Storage

Utilize your organization’s existing scanning devices, fax servers, MFPs or network folders to easily import documents into your PSIcapture workflow. From there, PSIcapture’s Migration feature can automatically route your document to one of the 60+ ECM systems we are compatible with.

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Secure and Compliant Document Processes

PSIGEN’s robust security features allow you to comply with FINRA and SEC regulations without compromising the quality and efficiency of your document capture solution. PSIcapture integrates with your ECM security to ensure a compliant process from start to finish. You can also track which users completed various steps in the process, ensuring that only authorized personnel have access to sensitive information.

What can a banking institution gain from implementing a PSIGEN solution?

  • Eliminate the need to pay for excessive printing and costly storage space for client documents
  • Automatically capture documents and extract relevant data to be routed to your document management system
  • Quickly access all of a client’s data from one central location, even during an out-of-office meeting, and remain compliant with FINRA and SEC guidelines
  • Significantly speed up the audit process by allowing auditors to access documents electronically instead of sorting through thousands of paper files
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The Lake City Federal Bank Solution

PSIGEN is integrated into the total solution so well that most of the employees here don’t even know it’s there.

- Jeff Coats, CFO, Lake City Federal Bank

What can a financial services company gain from implementing a PSIGEN solution?

  • Eliminate cost of printing transaction-related documents
  • Reduce the time it takes to perform a transaction for a customer
  • Eliminate the need to manually enter each customer transaction
  • Automatically capture and extract transaction data and route it to your repository
  • Easily transform documents into searchable digital files that can be quickly retrieved from your document management system
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The Lake City Federal Bank Solution

PSIGEN is integrated into the total solution so well that most of the employees here don’t even know it’s there.

- Jeff Coats, CFO, Lake City Federal Bank