Industry Applications - Financial Industry And FabSoft Solutions

Reform Solutions for the Finance Industry: 

Reform Solutions for the Finance Industry

The Concerns of Financial Organizations:: 

The Concerns of Financial Organizations: Professionalism Quality of Customer Service Effective management of client information Immediate access to important information Document retention Compliance and security

How Reform Can Help: 

How Reform Can Help Effortless form management Easy management of documents requiring notes or signatures Transparent document approval processes Simple electronic distribution of hard copy documents On demand form filling, printing and archiving Hands off postal sorting and address validation for direct mail delivery

Effortless Form Management: 

Effortless Form Management Reform Intelligently print and distribute statements, invoices, loans, claims, and other financial documents. Forms are automatically delivered to the needed recipients Forms are generated on-demand Eliminates the need to bulk purchase and store multipart forms

Reform – Form Management Solution: 

Reform – Form Management Solution Form Management Solution Workflow A document is printed from the user’s host application. A copy of the document is automatically sent to the client, other departments, and the electronic archive system. FAX E-MAIL ARCHIVE PRINT Before After PRINT

Easy Management of Documents Requiring Notes or Signatures: 

Easy Management of Documents Requiring Notes or Signatures Tag Doc Tag Doc tags forms requiring notes or signatures with a barcode. Barcode is associated with information on the document – client name, associate name, account details, etc. Upon scanning, the barcode is recognized and the document is archived or routed for further processing.

Reform – Tag Doc Solution: 

Reform – Tag Doc Solution Tag Doc Solution Workflow Print form with Tag Doc barcode Client signs form Form is scanned and archived and indexed with other related files. Tag Doc Barcode Customer Signature SCAN Archive System John Smith

On-Demand Form Filling, Printing & Archiving: 

On-Demand Form Filling, Printing & Archiving Form Filler Access and process forms from the Ricoh MFP screen with Form Filler. Print generic financial forms or marketing materials, on-demand. Merge client data onto any form for accuracy and legibility. Completed forms are distributed to printers, fax, email, and archive systems

Reform – Form Filler Solution: 

Reform – Form Filler Solution Form Filler Solution Workflow Walk up to MFP screen. Select form and lookup client information. Select Print. Client signs and returns form. Completed Form is scanned and automatically archived and distributed. PRINT SCAN ARCHIVE FAX E-MAIL

Seamless Integration with Information Management Systems: 

Seamless Integration with Information Management Systems Modular Object Scanning Technology (MOST) Seamlessly integrate paper based and electronic workflows with MOST. Integrates with major archive systems, enterprise fax systems, billing systems, for on-demand access to information. Financial paperwork can be scanned and delivered to the appropriate destinations.

Reform – MOST Solution: 

Reform – MOST Solution MOST Scanning Solution Workflow Paper is loaded into document feeder User selects function (Email, fax, archive, form filler, print, etc.) User enters information Select Process – jobs are processed and sent SCAN FAX E-MAIL ARCHIVE

Transparent Document Approval Processes: 

Transparent Document Approval Processes Document Authority Control (DAC) Signed applications and other important financial paperwork may need to be reviewed by various individuals Document Authority Control (DAC) automates document approval processes Documents can be viewed, approved, or revised, and then automatically sent to the next recipient

Reform – DAC Solution: 

Reform – DAC Solution DAC Document Approval Workflow DAC notifies user of awaiting document User views and approves document from the DAC web interface Document continues to the next approver Fully approved documents is distributed 13 FAX E-MAIL ARCHIVE

Postal Sorting: 

Postal Sorting Utilizes address quality services in order to verify and correct addresses on forms. Standardizes addresses, adds nine digit ZIP code and POSTNET barcode, sorts according to USPS requirements. Postal Sorting speeds up delivery and qualifies for savings of up to 9.5 cents per mail piece. Reduces wastes, eliminates delays and ensures delivery

Reform & Finance Success Stories: 

Reform & Finance Success Stories 15

Major Bank: 

Major Bank Customer Overview One of the most renowned banks in the world with over 35,000 employees and 780 branches worldwide. Business Challenges Manual fax method was time consuming and had to follow strict security measures Previous Workflow Ad hoc fax machines places throughout the facility For security purposes, an additional employee must accompany the sender in order to review the outgoing fax Solution Reform, Document Authority Control (DAC), Modular Object Scanning Technology (MOST) New Workflow Standalone fax machines were replaced with MFP’s equipped with MOST Documents are scanned to fax using MOST but are sent to DAC first DAC notifies the appropriate employee of the awaiting fax which they can review from DAC’s web interface. Upon approval, the document is faxed as needed.