Intelligent Capture and Workflow Solutions
Simplify inbound document processing with end-to-end automation for capturing, classifying, extracting, and processing disparate data.
Maximize efficiency and resources with an AI-driven solution that turns documents into precise, actionable data
Business moves at a rapid pace. Don’t fall behind.
Optical Character Recognition (OCR) technology and operations support work together to address your most frustrating document processing challenges.
Reduce manual labor, legacy systems, and disparate infrastructure for more responsive operations. Quickly extract key datapoints from print and digital sources, including new account forms, checks, claims, contracts, letters, and more.
Minimize manual process risks and inefficiencies
Approximately 60% 1 of mail room labor is spent on manual sorting. By automating repetitive tasks, you can reliably validate, analyze, and manage documents according to business policies.
1 Mailing Systems Technology Magazine
Enhance data quality
Avoid common disruptions that can cause errors, such as manual data entry, unstructured data scanning, or other unforeseen issues.
Connect every workflow
Replace data silos and downstream gaps with holistic, closed-loop workflows that enable more efficient operations.
Strengthen regulatory resilience
Handle sensitive information securely and stay compliant with evolving industry regulations.
Case studies: 7B+ communications processed, every year
Leaders in various industries already depend on our Intelligent Capture and Workflow Solutions. See how our secure, scalable platform can transform complex data integration into a competitive advantage.
Prompt contributions keep advisors happy. When one wealth firm wanted to safely accelerate bank deposits, that firm turned to us to:
- Rationalize workflows down to critical solution paths
- Standardize return data formatting and file destinations
- Optimize check handling with straight-through processing of deposits and back-office posting
A large financial services organization was stymied with inefficiencies around manual inbound mail handling, data validation, indexing, limited use of workflow tools, and slow turnaround times. Intelligent Capture and Workflow Solutions empowered the organization to:
- Use AI classification, indexing, and workflow automation to expedite resolutions and reduce rework
- Transition facilities, equipment, and personnel to outsource over 14 million images, such as claims, checks, forms, contracts, and general correspondence, annually
- Reduce unique process flows from 108 to 33
For health and benefits organizations, customer experience thrives on rapid responses. When our client wanted to consolidate vendors and provide more insight into inbound document processing, we helped them:
- Define, improve, and document eight unique permissions-based workflows for users to access and action sensitive healthcare data accordingly
- Leverage straight-through processing to initiate check deposits into their bank account
- Gain visibility into reporting, workflow activity, and service metrics
What's next for your business?
Partner with Broadridge to transform document processes with Intelligent Capture and Workflow Solutions that deliver efficiency at every step.