Banking & Finance

Swiftly Process Client Records &
Applications!

ECM in Banking & Finance

  The financial services sector deals with vast amounts of paperwork and sensitive information, from loan applications and client records to regulatory compliance documents and financial transactions. Efficient document handling is critical for the financial services industry to maintain compliance, ensure security, and enhance customer service. Implementing Enterprise Content Management (ECM) can significantly streamline processes and improve data management in financial services, ensuring efficiency, accuracy, and better service. This is where Fotopia steps in to elevate your ECM experience, specifically tailored to the needs of financial services!

Read on to find out more below about Fotopia’s role in the Banking & Financial Services sector.
financial services

Satisfied Customers

Supply Chain
Change Management
Investment Documents
Student Records
Secure document storage
Quality Control
Risk Assessment
Logistics Coordination
Customer Service

Why Fotopia in Banking & Finance?

Bulk Scanning of Client Records & Applications
Robust scanning module with customizable settings enabling bulk scanning, merging and splitting documents, automatic document separation and more.
English & Arabic OCR
Fotopia leverages advanced Optical Character Recognition (OCR) to auto-classify and auto-index documents in both English and Arabic which ensures quick and accurate metadata extraction.
Rapid Image to Text Conversion
Instantly convert scanned records and images into searchable and editable text with high accuracy.
Quality Assurance
Indexed documents are directed to the quality assurance module to ensure metadata accuracy and the reviewer can add comments, make edits to the documents, and also return them to the scanning or indexing queues.
Seamless Integration with any ECM platform
Whether SharePoint, Documentum, Alfresco, Nuxeo, FileNet or whichever ECM system your organization is using, Fotopia can integrate with it, enhancing user experience.
Integration with External Databases
Seamlessly connect with external databases to enhance data retrieval.
Enhanced Security
You have the option to deploy Fotopia on-premises or on a private cloud which is more secure than a public cloud. In addition, Fotopia applies data in transit encryption using HTTPS, authentication, authorization, code scans and vulnerability checks and enables activity logs for monitoring and tracking.
Access Rights Management
Control and manage access rights of users and groups on the job and function level to maintain security and confidentiality of records.
Customizable Capture Workflows & Settings
You can tailor the capture workflow for each job according to your needs, by either just selecting scanning and exporting or also include indexing and/or autoindexing and/or QA. You can also configure document type and job settings to fit your needs.
Instant Document Retrieval
Retrieve any document in seconds using keyword search or multiple metadata filters.
Edit & Collaborate on Documents
Create and add stamps, signatures, comments, notes and highlights to your documents effortlessly.
Great Value for Money
Replace overpriced, complex products with Fotopia, which can be tailored to your needs.

Bulk Scanning of Citizen & Public Records

Robust scanning module with customizable settings enabling bulk scanning, merging and splitting documents, automatic document separation and more.

English & Arabic OCR

Fotopia leverages advanced Optical Character Recognition (OCR) to auto-classify and
auto-index documents in both English and Arabic which ensures quick and accurate
metadata extraction.

Rapid Image to Text Conversion

Instantly convert scanned records and images into
searchable and editable text with high accuracy.

Quality Assurance

Indexed documents are directed to the quality assurance module to
ensure metadata accuracy and the reviewer can add comments, make edits to the
documents, and also return them to the scanning or indexing queues.

Seamless Integration with any ECM platform

Whether SharePoint, Documentum,
Alfresco, Nuxeo, FileNet or whichever ECM system your organization is using, Fotopia
can integrate with it, enhancing user experience.

Integration with External Databases

Seamlessly connect with external databases to
enhance data retrieval.

Enhanced Security

You have the option to deploy Fotopia on-premises or on a private
cloud which is more secure than a public cloud. In addition, Fotopia applies data in
transit encryption using HTTPS, authentication, authorization, code scans and
vulnerability checks and enables activity logs for monitoring and tracking.

Customizable Capture Workflows

You can tailor the capture workflow for each job
according to your needs, by either just selecting scanning and exporting or also include
indexing and/or autoindexing and/or QA.

Access Rights Management

Control and manage access rights of users and groups on the job and function level to maintain security and confidentiality of records.

Customizable Document Type & Job Settings

Configure document type and job settings to fit your needs.

Instant Document Retrieval

Retrieve any document in seconds, significantly reducing search time and increasing productivity.

Keyword Discovery

Discover content by keywords, allowing for more targeted and efficient searches that yield precise results.

Metadata Filtering

Search for documents using multiple metadata filters at the same time to narrow down search results and find exactly what you need with minimal effort.

Edit your documents

With multiple annotation tools, you can add notes, comments, highlights, signatures, and stamps to your documents effortlessly.

Customizable Stamps & Signatures

Create, store, and use multiple stamps and signatures to your documents for tracking, approval, and verification purposes.

Redaction

Conceal confidential information using the redaction tool, ensuring sensitive data is hidden.

User-Friendly Interface

Navigate through Fotopia with ease, using intuitive tools.

Ease of Collaboration

Collaborate with your team on documents to make changes.

Cost Reduction

Replace overpriced, complex products with Fotopia,
which can be tailored to your needs.

Our Testimonials

"The UAE government is always discussing and implementing innovative solutions that help us achieve a more efficient work environment in the minimum time available. Using Fotopia technologies has helped us move forward to a paperless environment as per the UAE government vision for of governmental transactions."
"Our implementation of Fotopia comes as a positive step towards a complete document management solution on SharePoint. Fotopia’s solution saved around 50% of our costs and provided an efficient solution for our team to use on their daily backlog operations."
"We are glad that we have chosen Fotopia for the project. The solution had a huge impact on the digitization of our documents, reducing our daily costs, improving our document security and added more efficiency to our day-to-day team collaboration on SharePoint."

Related Articles

Looking to find out more about our products?

Talk to our experts

Start typing and press enter to search