Treasury Management

Efficiently manage Treasury Management operations for effective customer experiences using intelligent automation solutions from WorkFusion.
New Account Document Handling
Streamline document handling for customer onboarding. WorkFusion's Intelligent Automation solutions ...
New Account Document Handling
Streamline document handling for customer onboarding. WorkFusion's Intelligent Automation solutions collect pertinent data from various documents and ...
Customer Inquiry Email Intake
Optimize the workflow that ingests and digitizes email inquiries and relevant attachments. Includes ...
Customer Inquiry Email Intake
Optimize the workflow that ingests and digitizes email inquiries and relevant attachments. Includes auto-classification of emails into common types, i...
Check Processing
Automate the processing of paper checks received through the company’s lockbox​. The Intelligent Aut...
Check Processing
Automate the processing of paper checks received through the company’s lockbox​. The Intelligent Automation solution reads the scanned checks, extract...
Invoice Data Entry
WorkFusion's packaged solution streamlines the Accounts Payable process by collecting fields from in...
Invoice Data Entry
WorkFusion's packaged solution streamlines the Accounts Payable process by collecting fields from invoice documents in a variety of layouts and struct...
Customer Inquiry Fax Intake
Increase efficiency in workflows that receive documents via fax, including account maintenance, paym...
Customer Inquiry Fax Intake
Increase efficiency in workflows that receive documents via fax, including account maintenance, payment, and transfer messages.
Bespoke Documents
Lockbox processing can be tailored to very specific customer requirements, as is often requested by ...
Bespoke Documents
Lockbox processing can be tailored to very specific customer requirements, as is often requested by lockbox customers. An agile Intelligent Document P...
Customer Inquiry Fulfillment
After an inquiry is received via email, fax, and phone, some requests can be validated and completed...
Customer Inquiry Fulfillment
After an inquiry is received via email, fax, and phone, some requests can be validated and completed via automation. This includes updating authorized...
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