Customer Inquiry Fax Intake
Increase efficiency in workflows that receive documents via fax, including account maintenance, payment, and transfer messages.
Customers who viewed this use case also viewed
Check Processing for Treasury Management
Automate the processing of paper checks received through the company’s lockbox. The Intelligent Aut...
Customer Inquiry Email Intake
Optimize the workflow that ingests and digitizes email inquiries and relevant attachments. Includes ...
Customer Inquiry Fulfillment
After an inquiry is received via email, fax, and phone, some requests can be validated and completed...
New Account Document Handling
Streamline document handling for customer onboarding. WorkFusion's Intelligent Automation solutions ...
Short Term Disability Claims Preparation
Automate both Standard and Special Handling Claims Preparation processes to reduce manual handling t...