In today’s digital-first world, 71% of American consumers prefer managing their bank accounts through mobile apps or computers. The demand for seamless, online financial services has never been higher, but many financial institutions are struggling to keep up with this digital shift. Faced with security concerns, regulatory hurdles, and limited resources, the challenge is clear: How can you innovate when time and budgets are tight?
The answer lies in automation.
Our latest guide, 7 Workflows to Automate Your FinServ Institution, reveals how leading organizations like Lenderfit, TASC, and Ameris Bank are overcoming these challenges through the power of automated financial workflows. Discover how you can streamline operations and enhance both client and employee experiences with practical, real-life examples.
Why Automate?
Today's banking customers expect swift and consistent digital interactions. They want immediate service and seamless experiences across all channels. Lengthy paperwork, manual data entry, and slow responses only drive frustration and impact loyalty. Similarly, your employees crave efficient, digital-first processes to avoid tedious, repetitive tasks. Inefficiencies cost U.S. organizations an average of $15,000 per employee annually—a significant expense for any institution.
What’s Inside the Guide?
We’ve crafted a comprehensive guide to help you implement workflow automation without the need for extensive budgets or IT overhaul. Inside, you’ll find:
- Step-by-Step Instructions: Easy-to-follow guidance on setting up automated workflows such as digital loan applications, customer onboarding docs and quote proposals.
- Templates and Features: Essential tools and features to kickstart your automation journey.
- Real-Life Success Stories: Learn from the experiences of organizations that have successfully embraced automation.
Get Started
Automation doesn’t have to be complex or costly. With intuitive tools like Formstack, you can create digital workflows that streamline everything from loan applications to client agreements. Say goodbye to inefficiency and hello to productivity.
Ready to transform your institution? Dive into our guide and unlock the potential of automated financial workflows.
