Eight steps to success when designing document-centric workflows in financial institutions

Johannesburg – August 17, 2016 – For financial institutions looking to automate common business processes, there are two major technology choices to be made: A Business Process Management system (BPMs) and a document assembly platform. The BPM handles data routing, rights management, stage approvals, credit checks, etc., while the document assembly platform handles data-gathering and…

How a global bank revolutionised its lending business with process automation

Johannesburg – August 17, 2016 – A global bank headquartered in Western Europe began automating its lending business in the mid-1990s. In the beginning, it focused on one aspect of the overall process—generating loan contracts and collateral documentation. The bank first deployed a DOS-based system, but by the year 2000, had upgraded to the industry-leading…