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 submitted documents. This process is lengthy, tedious, and manual, and often results in a long backlog of files.

WorkFusion can automate this process by retrieving contracts, comparing them to the information in the system of record, and notifying analysts in case of any discrepancy.

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