Presentation Transcript

1. NSi automates the secure flow of information, accelerating how people and businesses realize their full potential.
2. Branch Banking New Account Opening Loan Origination
3. Background ~5% of New Account Openings have errors Errors in the process directly correlate to lost interest by the customer and potential loss to competitive business Each account takes 2 – 3 days to process documents Wouldn’t it be great to detect and correct errors before a customer leaves a branch?
4. Typical Branch Operations Over 10 Touch Points = Risk + Time 6 2 LOB Server 3 DMS LOB Service Center 5 ECM Server Local Office HQ Office 1 4
5. Client Branch Operations with NSi AutoStore Email confirmation 10 second automation Email Service Center User Authenticated LOB Server Branch Office …automation in less than 10 seconds ECM Server
6. Why not turn MFDs into “ATM like devices” for internal Process Automation?
7. What can you do in 10 seconds? Copier or Mobile Device (with NSi) Login (pin code) Scan or upload documents for a business package Review status of workflow Address exceptions or missing documents ATM Login (pin code) Fast-Cash $100 Get account balance
8. Requirements for Success Easy to Use Secure Reliable & Scalable
9. Paperless Branch “Use Cases”
10. Leslie Hunt Customer Tom Ridge Branch Banker Story 1: Loan Process/ Account Opening
11. Leslie wishes to close a new Loan Leslie is well prepared and has brought all her supporting materials, proof of income, proof of identity, etc. Leslie Hunt Customer
12. Tom Ridge Branch Banker Tom starts the loan process in the Bank’s loan application computer system and enters applicable information. Tom collects Leslie’s documents during the process.
13. Example Loan Package Mortgage Note Amount Financed Loan Disclosure Barcodes indicate the document type and page number
14. Tom Ridge Branch Banker In the past, Tom would have placed the documents in a courier pouch. Operation Center 1-2 Day Delay Service Center
15. Tom Ridge Branch Banker 2 Service Center In the past, Tom would have placed the documents in a courier pouch. 1
16. Client Tom Ridge Branch Banker With AutoStore, Tom approaches the MFD, and either card authenticates, or enters his username and password, or pin number ‘123456’ to identify himself Email Service Center User Authenticated LOB Server Branch Office …automation in less than 10 seconds ECM Server
17. Tom Ridge Branch Banker With AutoStore, Tom approaches the MFD, and either card authenticates, or enters his username and password, or pin number ‘123456’ to identify himself 1 At the front panel AND/OR 2 Proximity Cards AND/OR 3 Mobile
18. Tom Ridge Branch Banker Since Tom is identified as an officer at the branch, he will see the eCourier button 10 second automation Secure Scan Secure Fax eCourier
19. Tom Ridge Branch Banker With AutoStore, Tom can just press the eCourier button on the “copier” to easily scan to the Service Center. It’s that easy! The same workflow in the Service Center can be leveraged as if the documents were mailed/couriered. 10 second automation eCourier Operation Center Secure Transmission Service Center
20. Secure Scan Secure Fax eCourier eCourier Secure Scan Secure Fax
21. Service Center
22. Tom Ridge Branch Banker Tom get’s notified of the successful scan within seconds Bank Service Center Service Center Tom Ridge Scan for Leslie Hunt, Transaction ID = LH67895 We received a successful scan from your branch. # Pages = 20 All required documents were received: Amount Financed Note & Disclosure File Checklist
23. Tom Ridge Branch Banker Note that Tom did not have to: Specify the DPI Image Format Quality Settings Etc. They were all programmed into the button “eCourier” 10 second automation eCourier Operation Center Secure Transmission Service Center
24. Operation Center Service Center Automatic Deskew and Image Cleanup eCourier
25. Operation Center Service Center Automatic Deskew and Image Cleanup Blank Page Removal Page Orientation Double Side Scanning File Compression eCourier
26. History/Status Tom Ridge Branch Banker Tom’s process of using “eCourier” was simple and streamlined, …Tom also received a notification of success. Additionally, Tom could go to the MFD to get a “History/Status” Update
27. History/Status Secure Scan Secure Fax eCourier History/Status
28. History/Status History/Status Please click a transaction for more details 2:46p Hunt, L –In Process 1:30p Jones, T -Complete 11:55a Smith, R -Complete 10:05a Rogers, T -Complete
29. History/Status History/Status Title: Hunt, Leslie Status: In Process Scan Date: 2:46pm 7/20/2012 Pages: 20 Documents: 4 Amount Financed Note & Disclosure File Checklist Loan Addendum
30. Exception Processing Tom Ridge Branch Banker Tom’s process of using “eCourier” was simple and streamlined, …but what if an exception occurred? …such as a missing document to the transaction.
31. Exception Processing Tom Ridge Branch Banker Tom’s process of using “eCourier” was simple and streamlined, …but what if an exception occurred? …such as a missing document to the transaction.
32. Tom Ridge Branch Banker Tom get’s notified of a problem in the submission 10 second automation Bank Service Center Tom Ridge Missing Document for Leslie Hunt, Transaction ID = LH67895 Missing Proof of Residence – 937842843.pdf There was an error processing your eCourier submission for: Account: Hunt, Leslie Transaction ID: HL67895 Reason: There was a missing Proof of Residence. Request Action: Please submit this document. Attached is a coversheet to assist in this process.
33. Tom Ridge Branch Banker Tom get’s notified of a problem in the submission Required Document 10 second automation We are missing a Proof of Residence For: Hunt, Leslie Scan the missing document on the MFD Bank Service Center Tom Ridge Missing Document for Leslie Hunt, Transaction ID = LH67895 Missing Proof of Residence – 937842843.pdf There was an error processing your eCourier submission for: Account: Hunt, Leslie Transaction ID: HL67895 Reason: There was a missing Proof of Residence. Request Action: Please submit this document. Attached is a coversheet to assist in this process.
34. Exception Processing Secure Scan Secure Fax eCourier Exceptions History/Status
35. Exceptions Select Exception Scan with Barcode Exceptions
36. Required Document We are missing a Proof of Residence For: Hunt, Leslie Scan the missing document on the MFD Secure Scan Secure Fax eCourier Select Exception Scan with Barcode
37. Do we have to print out the barcode coversheet? = No! Required Document We are missing a Proof of Residence For: Hunt, Leslie Scan the missing document on the MFD
38. Select Exception Scan with Barcode Select Exception Exceptions Scan with Barcode 93784284 – Hunt, L - Missing Proof of Resi.
39. Secure Scan Secure Fax eCourier Select Exception 93784284 – Hunt, L
40. Service Center
41. Exception Processing Leslie Hunt Customer What if Leslie does not have her “Proof of Residence” document with her? How can we support capturing those documents without her having to come back into the branch? What if the barcode coversheet could also be used as an instructional sheet, and a fax coversheet?
42. Tom Ridge Branch Banker Tom get’s notified of a problem in the submission Required Document We are missing a Proof of Residence For: Hunt, Leslie Scan the missing document on the MFD; Or provide this document to the client so they can: Scan and email the Proof of Residence to: 937842843@bank.com Fax this coversheet with their Proof of Residence to: (612) 555-1212 Bank Service Center Tom Ridge Missing Document for Leslie Hunt, Transaction ID = LH67895 Missing Proof of Residence – 937842843.pdf There was an error processing your eCourier submission for: Account: Hunt, Leslie Transaction ID: HL67895 Reason: There was a missing Proof of Residence. Request Action: Please submit this document. Attached is a coversheet to assist in this process.
43. AutoStore can be used to capture documents, not only from an MFD, but also: Inbound emails (e.g. 937842843@bank.com) Inbound faxes (e.g. 612-555-1212) Web Forms Integrations into Outlook and Notes And even a Mobile Client
44. NSi AutoStore® Integrated capture from more than a MFD Groupware & Collaboration Software Systems 40+ Document Management Systems (DMS) File, fax and email services Open Connectivity nsi email & fax capture
45. Exception Processing Leslie Hunt Customer Leslie goes home and collects a proof of residence document She uses a personal scanner to scan the document. She loses the coversheet that Tom gave her, so she emails Tom directly as she has his business card.
46. Tom Ridge Branch Banker Tom does a quick check on his iPhone late at night to see if there are any matters needing to be addressed. He receives Leslie’s email.
47. Tom Ridge Branch Banker From: Leslie Hunt Missing Proof of Residence 9/7/12 3:45 PM Tom opens up Leslie’s email, and selects the attachment. Tom, Sorry about not having this document ready. Please find it attached. Proof of Residence.pdf 675 KB
48. Tom Ridge Branch Banker Tom proofs the attachment. If he’s satisfied with the quality and accuracy, he can forward it from his mobile device directly to an AutoStore workflow.
49. Tom Ridge Branch Banker Tom can log into nsi mobile with the same pin as he used on the MFD. Pin 12345678 Login
50. Tom Ridge Branch Banker Exceptions Tickets Tom can select the same workflow buttons on his mobile device to those on the MFD. History/Status
51. Tom Ridge Branch Banker Exceptions Select Exception Hunt, L – Proof of Resid.. …and see a similar interface and form submission process as he’s used to on the MFD.
52. Tom Ridge Branch Banker Exceptions Tickets History/Status Just like on the MFD, Tom can see a status of his transactions.
53. Tom Ridge Branch Banker History/Status Select Transaction 2:46p Hunt, L –Complete … and now he can see that Leslie’s transaction is complete! Status Complete Scan Date 2:46pm 7/20/2012 Pages 20 Documents 4
54. Story 1: Loan Processing (Recap) Reduced Banking Courier Cost Eliminate 1-2 days of delay in processing Tom used the “eCourier” button to easily replace the traditional courier process eCourier Tom was able to easily manage an exception either by scanning on an MFD, or using his Mobile device Reduced delays in closing the transaction Exceptions Tom was able to easily see notifications and keep track of the status of the transaction Increased visibility to the branch banker helping to expedite any exceptions History/Status
55. 15+ Years in Business US HQ: Rockville, Maryland (USA) EMEA HQ: Germany South America HQ: Sao Paulo (Brazil) Core Business: Development of document driven distributed capture solutions. Worldwide customer base : 4,200 Over 28,000 AutoStore™ servers Over 280,000 connected devices
56. Gartner Scalable server-based platform Broad device support Integrates with existing IT security infrastructure 32+ connectors for ECM Custom line of business integration Gartner’s Competitive Landscape Report:Smart MFP Document Workflow Solutions Publish: November 2010 Public link to report abstract
57. Deloitte
58. Secure Information Exchange™ Mainframes Production Printers Multifunction Devices (MFDs), Network Scanners Groupware & Collaboration Desktop apps Content Management Smartphones and Tablets File, Fax, Email Desktop scanners Custom Applications ERP, Line of BusinessApplications Office Printers
59. Secure Information Exchange™ Mainframes Production Printers Multifunction Devices (MFDs), Network Scanners Groupware & Collaboration Desktop apps Content Management Smartphones and Tablets File, Fax, Email Desktop scanners Custom Applications ERP, Line of BusinessApplications Office Printers
60. NSi automates the secure flow of information, accelerating how people and businesses realize their full potential.