Financial Services & Lending Solutions
Transform Documents, Data and Processes with Intelligent Content Automation
Content Service Solutions for Financial Services & Lending
IDT helps financial services organizations modernize document- and data-intensive processes as part of their digital transformation strategy. By intelligently capturing, managing, accessing, monitoring, and analyzing business-critical information, organizations can streamline lending and underwriting, strengthen fraud investigations and KYC processes, accelerate new account setup, improve regulatory compliance, and increase operational efficiency.
Today, AI is taking that transformation even further. Agentic Document Processing can intelligently understand documents and their context, identify and extract critical information, and automate document-intensive workflows with far less manual intervention.
See how Agentic Document Processing transforms document-intensive lending workflows. In this five-minute demonstration, AI separates and classifies documents, extracts and validates critical information, identifies missing items, and orchestrates the next steps in the lending process—all within defined business rules and governance controls.
The result: faster processing, fewer manual reviews, quicker exception resolution, lower operating costs, and a better experience for borrowers and lending partners.
Watch the 5-Minute Agentic Document Processing Demo
Drive Insights and Stay Connected
Financial services firms are challenged with increasing revenue while simultaneously battling uncertain economic conditions, rising rates, compliance mandates and competition. Here is how IDT can help your financial services organization.
Banking, Credit Union, Servicing and Lending
Solutions
Modernize and streamline document-intensive financial services and lending processes with intelligent capture, document classification, workflow automation, cloud fax, SMS, and content management solutions from IDT.
From auto, personal, commercial and home equity lending to lines of credit, loan servicing and other financial services workflows, IDT helps organizations capture, classify, process, manage, and securely access the documents and data that drive their business.
Our solutions include distributed branch capture, IoT Smart Connected Scanning, intelligent document processing, cloud-based fax and SMS, workflow automation, and AI-powered document classification and data extraction. These capabilities integrate with your Loan Origination System (LOS) and other core business applications to create a more intelligent, automated and AI-enabled lending process.
IDT delivers fully integrated
cloud, hybrid cloud, or on-premises Content Services solutions, giving your organization secure access to critical documents, data and processes whenever and wherever they’re needed.
Increase Efficiency and Compliance | Integration Services
Financial institutions depend on fast, secure access to accurate information throughout the customer and loan lifecycle. IDT helps eliminate information silos by connecting documents, data, workflows, and communications with the systems your teams use every day.
Our Content Services and intelligent automation solutions integrate with Loan Origination Systems (LOS), loan servicing platforms, core banking systems, CRM applications, and other financial services applications—giving authorized users access to the documents and information they need without moving between disconnected systems.
IDT combines document capture, intelligent document processing, workflow automation, cloud fax, SMS, AI-powered classification and data extraction, and secure content management to help automate processes, reduce manual effort, improve information accuracy, and support regulatory and compliance requirements.
The result is a more connected financial services environment where documents and data can move securely across departments, branches, applications, and business processes—helping your organization make faster decisions while improving service to customers and members.
Intelligent Automation, AI & RPA
Transform repetitive, document-intensive processes with intelligent automation from IDT. By combining AI, intelligent document processing, workflow automation and robotic process automation (RPA), financial institutions can automate routine tasks while enabling employees to focus on higher-value customer, member and lending activities.
IDT and Hyland help organizations connect automation with the documents, data and unstructured information that drive financial services processes. From document classification and data extraction to workflow and rules-based automation, these technologies can help streamline lending, loan document tracking, servicing, compliance and other operational processes.
Discover how intelligent automation can transform your financial services workflows by watching the video demonstration.
Onboard Documents at the Point of Origin with IoT Smart Connected Scanning
with IoT Smart Connected Scanning Solutions powered by CAPSYS CAPTURE ONLINE
Bring critical documents into your financial services processes faster and closer to where they originate. IoT Smart Connected Scanning, powered by CAPSYS CAPTURE ONLINE, enables PC-less, point-of-origin document capture and secure delivery directly into your organization’s business processes and content management environment.
Whether capturing mortgage and lending documents, trailing documents, new account documentation, KYC information, or other customer and member records, IoT Smart Connected Scanning provides a simple and secure way to capture information from branches, remote offices, distributed locations, or wherever documents enter your organization.
By eliminating the need for a dedicated PC at the scanning location, organizations can simplify deployment, reduce IT requirements, and extend enterprise-class document capture to locations that were traditionally difficult or costly to support.
Documents can be captured at the point of origin and intelligently routed into CAPSYS CAPTURE ONLINE, Hyland OnBase, Loan Origination Systems, content management platforms, workflows, and other financial services applications—helping accelerate processing while providing greater control over how sensitive information enters the organization.
See IoT Smart Connected Scanning in action. Listen to the
CAPTURE CAPITALIST Podcast to discover how IDT and CAPSYS are transforming point-of-origin document capture with a simpler approach to connected scanning.
Your Guide to
Intelligent Email, Fax & Attachment Capture
Intelligent Email, Fax and Attachment Capture can unlock hidden value from your vast document libraries. Discover how IDT assists with automatically capturing and processing new account documents, new loan underwriting docs, trailing docs, compliance, appraisal documents and much more from your email and fax systems.
Download and read the CAPSYS CAPTURE Email Gateway Solution Brief!
Learn More
This whitepaper from Aite-Novarica Group outlines key trends impacting the retail banking industry and the best ways that firms can respond.
Download and read “Eight key trends that are shaping the retail banking industry”.
See how IDT helped a top lender implement a fully automated solution that extends the reach of its content services for its CU Members Mortgage division.
Click here to read "Colonial Savings: Lender improves compliance and eliminates external challenges with Hyland's ShareBase."
Testimonials
Latest Resources
IDT’s clients share our passion for results and it shows in their success. Learn more by reading our featured client results stories.
Here you will find a collection of information and resources in the form of videos, events, white papers, Q&A, and have the opportunity to read and watch what our clients are saying about their ROI-driven Content Services solutions provided by Integrated Document Technologies, Inc. (IDT).
