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 signers, address changes, and other inquiry types.

Streamline this process with WorkFusion’s Intelligent Automation solutions.

Talk to an Expert

Customers who viewed this use case also viewed

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...

Discover →

Check Processing for Treasury Management

Automate the processing of paper checks received through the company’s lockbox. The Intelligent Aut...

Check Processing for Treasury Management

Automate the processing of paper checks received through the company’s lockbox. The Intelligent Automation solution reads the scanned checks, extract...

Discover →

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...

Discover →

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.

Discover →

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 ...

Discover →

Short Term Disability Claims Preparation

Automate both Standard and Special Handling Claims Preparation processes to reduce manual handling t...

Short Term Disability Claims Preparation

Automate both Standard and Special Handling Claims Preparation processes to reduce manual handling time while improving data quality.

Discover →