Showing 77 results
Mortgage Income Verification
Easily handle spikes in mortgage activities by automating the tedious income verification process with WorkFusion® Intelligent Automation and see your customer satisfaction and retention soar....
Identity Verification
Verify an account applicant’s identity through submitted documentation and data faster with WorkFusion® Intelligent Automation. Streamline Customer Identification Program (CIP) requirements for faster...
Invoice Data Entry
WorkFusion's packaged solution streamlines the Accounts Payable process by collecting fields from invoice documents in a variety of layouts and structuring them for entry into a system of record....
Adverse Media Monitoring (Negative News Search)
Streamline investigation of negative news and reduce the risk of regulatory penalties with WorkFusion® Intelligent Automation solutions....
Ultimate Beneficial Owner
Determine and assess the ownership and control structure of your client businesses faster and more accurately with WorkFusion® Intelligent Automation....
Payment Screening Alert Disposition
Streamline the manual review of alerts generated by your payment sanctions screening system with WorkFusion's packaged automation solution....
Document Handling
Automate digitizing and processing various complex documents and updating customer information in CLM systems, with WorkFusion’s pre-built solution....
Mortgage Insurance Updates
New insurance policies, policy updates and policy cancellations create an endless influx of documentation that must be accepted, routed, interpreted and associated with the right mortgage. Help your t...
Mortgage Document Verification
Streamline verification of mortgage documents and shorten processing times, enforce standardization and compliance, and improve productivity and customer satisfaction....
LIBOR Document Analysis and Data Extraction
Understand your exposure to LIBOR by analyzing and extracting key data points within your financial documents. By digitizing your documents and using machine learning to extract key terms and position...
LIBOR Document Repapering
Repaper documents affected by LIBOR by automatically checking clauses with impacted positions and identifying any differences. Move documentation forward for legal review, repaper and amend position d...
Sanctions List Update QA Check
Eliminate the manual review of screening list completeness in your screening system whenever the OFAC SDN or other screening list is updated....
New Accounts
Streamline handling of customer documents and updating of internal banking systems to rapidly open new accounts and approve them for transacting: depositing checks, transfer of balances, or buying/sel...
LIBOR Document Grouping
Understand the impact of LIBOR on your existing positions by grouping affected documents and calculating your exposure. Analyze which documents are affected by LIBOR, find the value of your exposure a...
Authorized Signer Management
Benefit from WorkFusion's industry-leading solutions that help you automate the process of adding, updating and verifying the list of authorized signers for a corporate bank account through submitted ...