Vertical Solutions - Finance

Capturing accurate financial information for the management of clients is critical.

Umango for The Finance Industry

Capturing accurate financial information for the management of clients is critical. Documentation such as agreement forms, portfolio statements and letters of correspondence making sure all client information is accurately captured and stored ready for retrieval is critical.

Umango offers a flexible and versatile solution to creating jobs around how you want your client information captured and from a wide range of sources including electronic files, scanned paperwork from dedicated scanners and even multi-function devices. Staff complete the profiling of this information against these pre-defined rules and saving to a wide range of back end document management systems and databases.

Umango for Scanning and Data Extraction

Umango is a powerful, easy to use bulk document scanning solution. Umango allows you to create rules around the information you want to extract from your scanned paperwork or captured images and then uses this information to name, file and push it into a wide range of document management systems and destinations.

Relevant Features

  • Create workflows
  • Creates a set of standards for your staff to scan and process documents using a set of business rules
  • Turns both paper documents and electronic files into digitized content that can be searched and located efficiently
  • Deploy across copiers, mobile phones, tablets, dedicated document scanners and MFPs from leading manufacturers
  • Take photos on your mobile or tablet and quickly be able to profile the information and upload to your business systems
  • With supported MFD’s allows you to view the extracted information at the touch screen of the device (profile on device ‘POD’)
  • Speed up the locating and processing of paper based information quickly and easily
  • Helps turn manual business processes into electronic document workflows
  • Reduces bottlenecks by allowing information and images to be profiled and pushed to business system quickly and easily. Provides a set of ‘guidelines’ for all staff to process their information and images

Technical Specs

  • Scan, index, and save documents using supported digital copiers, and a wide range of dedicated document scanners
  • Scan, preview, index, and save using supported MFP’s
  • Speed up extracting data from documents using OCR, barcodes and key from the image whilst viewing the electronic image
  • Profile scanned documents from you P.C, MFP, tablet and mobile phone
  • Capture images from mobile devices and enter business information on the fly
  • Supports document separator sheets that allow the bulk scanning of documentation at the full mechanical speed of the scanning devices