The volume of incoming queries for larger organisations in the Financial Services sector means there is simply not enough time to manually collate, allocate and distribute tasks to your team. Daily tasks including claims processing, new applicant filing, mortgage approvals and offers, loan applications and approvals, direct debit mandates, pension applications and many more, soak up the resources for many Financial Services operators.
As work allocation software, Zarion Allocate automates the way this type of work is assigned and delivered to staff, based on criteria such as user availability, skills, authorisation levels, task deadlines and priorities. Greater visibility and automated processes leads to more efficiency and less time wasted.
Zarion Allocate can be quickly and easily implemented into whatever workflow and document management tools you are already using. Zarion Allocate can be easily integrated with BPM suites such as Documentum, Tower, FileNet or OpenText and sits alongside existing capture products such as Kofax Capture.
(Leading Irish bank)
Irish Life Corporate Business turned to Zarion Software to help them put their customer at the heart of their processes. By streamlining their processes, and automating high volume low value tasks, response-time was reduced by 90%. As a result, staff could spend more time talking to customers and understanding their needs rather than chasing paper.
At Zarion Software, we work with some of the world’s largest banks and insurance companies, helping them to increase efficiencies and better serve their customers. We worked with the underwriting team at this large insurance company enabling them to improve their process control, enhance their productivity and reduce the turnaround time to service their customers.