Showing 60 results
Journal Entry
In Journal Entry processing for General Ledgers, each entry is received by a workflow tool with a template attached. The entry is validated, balanced, and then posted to General Ledger. WorkFusion can...
Wire Transfer Authorization
To enable transfers between bank and investment accounts, clients are required to submit a form along with a bank-issued backup document, e.g., voided checks. Once submitted, the form and backup docum...
Payment Repair
Incoming payments are routed to an account or team and have to be manually reviewed by Payment Operations team before a successful settlement. WorkFusion reduces manual work associated with updates to...
Check Processing
Regulators require banks to perform investigations on all payors and payees involved in check transactions. Check image pulling is a very time-consuming, manual process. All check transactions are cap...
Mortgage Document Custody
Loan and mortgage specialists scan hard copies of trailing mortgage documents, autoload and bulk loans from customers, extract key fields, and verify against data supplied by the customers. Adding Int...
Natural Disaster Coding
When a natural disaster occurs, mortgagees in affected areas are given leniency on their mortgage payments. A typical manual process includes downloading zip codes from a FEMA website, identifying mor...
Customer Contracts Reconciliation
A bank’s customers send in their retail automotive loan documents as well as fill out forms for the internal system of record. A team of analysts checks the data in their system of record against the ...
Deceased Customer Account
When a customer passes away, documents are submitted to enable account changes such as moving co-borrower to co-borrower, adding a third party, or adding a successor in interest. WorkFusion can automa...
Market Operations Inbox
Let Intelligent Automation take care of your market operations inbox - use bots to open shared mailboxes and emails, and determine which emails fall into categories such as margin-call requests, nett...
CUSIP Monitoring
Leverage WorkFusion to automate this time-consuming process: getting data from the vendor, extracting data from customer prospectus, reconciling the data, and inputting the data into the system....
OTC Derivative Reconciliation
With different processing times and triggers, multiple contracts, manual processes, and an increased number of reconciliations, standard systems struggle to provide the control demanded by institution...
Transfer Agent Confirmation
In an automated process, bots expedite confirmation of transfer agents. This can include analysis of documents to confirm details of a customer order booked against a contract note which arrives from ...
Treasury Client Servicing Inbox
Trade operations receive high volumes of emails. Examples of email requests include payments, advances, rollovers and pay-off requests. Automate handling these emails with WorkFusion. In an automated ...
Non-ACATS Settlement Support
Incoming securities that cannot be settled or processed through ACATS require manual review of transfer sheets and bank statements and reconciliation with internal systems and settlement activities. I...
Derivative Trade Contract Management
With WorkFusion automation, bots can receive trade contracts provided by internal bank teams or external third-party financial institutions to confirm that all relevant data elements are present and a...