Maximize your efficiency with pdfFiller's comprehensive Document Analytics Solution for Financial Institutions
Boost your daily operations by editing, storing, and tracking documents in one place. With unlimited cloud storage, PDF editing tools, real-time notifications, and audit trails, pdfFiller is the only document management solution you need.
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What makes pdfFiller an outstanding Document Analytics Solution for Financial Institutions?
Explore a vast array of features that enhance the accessibility and traceability of your documents.
End-to-end document workflows
Create documents and fillable forms, gather data and signatures online, and access completed documents in one safe and organized space.
Unlimited cloud storage
Keep your documents and templates safe in a secure cloud accessible from anywhere. Organize files into folders and use smart tags to locate them quickly.
Notifications & audit trails
Receive instant notifications once your documents are completed, reviewed, or edited. Keep track of every action made to your documents or inside your account with audit trails featuring time stamps and IP addresses.
PDF document editor
pdfFiller makes editing, filling out, and annotating PDFs seamless and straightforward. Quickly add text, dates, images, checkboxes, signatures, and other elements to your documents.
Collaboration & versioning
Share documents and templates for review and editing while maintaining control over access permissions. Track document changes and archive previous versions for reference.
Available on mobile
With pdfFiller's mobile apps for iOS and Android, you can access your documents from any device, including laptops, desktop computers, tablets, and smartphones.
Trusted document tracking software
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Automate the process of accessing, searching, and editing documents
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Enhanced productivity & collaboration
Reduced paperwork and labor costs
Why pdfFiller wins
Cloud-native PDF solution
Access pdfFiller from anywhere. No lengthy installation and updates are required.
Top-rated for its ease of use
Edit, share, and track documents with an intuitive UI that only takes minutes to master.
Unlimited document storage
Securely store any number of documents and templates in the cloud.
Unmatched cost-to-value
Benefit from an all-in-one document management solution at a lower price than other brands.
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pdfFiller streamlines document management and tracking across industries
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Stay on top of your paperwork with our Document Analytics Solution for Financial Institutions
Lost documents, security issues, limited storage space, and ineffective document workflows - seem all too relatable for Financial Institutions? Using Document Analytics Solution that can also be leveraged as a collaboration option could make a world of difference to your organization. These online production tools eventually work like a “document assembly line” that advances your paperwork via your company’s departments, enabling each to add value and precision that perfects your final product.
With pdfFiller, our tailor-made Document Analytics Solution for Financial Institutions, you’ll get everything you need to transform inefficiencies and roadblocks into more structured and orderly document-powered processes. pdfFiller brings together document management, eSigning, data collection, document approval, and so much more under one hood. Let’s take a closer look at what it provides.
How pdfFiller can improve your document-based workflows
01
Go electronic: Declutter your physical storage spaces by shifting and saving, and handling all your files online in the cloud.
02
Enhance your security: Curb risks created by dispersed documentation - centralize your data in one safe solution.
03
Streamline compliance: Use our Document Analytics Solution for Financial Institutions to manage your paperwork safely, following industry-adherent standards.
04
Supercharge team collaboration: Equip your team with tools that foster efficiency and improve workflows.
05
Gain a central hub for your files: Keep, access, and audit paperwork with ease, all from one secure place.
06
Leverage a powerhouse of document-centric features: From document creation and editing to streamlined eSigning and automated document routing - get all you need to eliminate the routine from your daily processes.
Use our Document Analytics Solution for Financial Institutions to improve the way you handle, store, and work together on documents. Turn your organization into a more efficient, safe, and cooperative environment. Stay ahead of your competitors - start testing our dynamic tracking and collaboration suite today!
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Jump in and try our Document Analytics Solution for Financial Institutions hands-on!
Store and organize documents
Edit PDFs on the go and collaborate
Track documents and their versions
Questions & answers
Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What type of company is Ocrolus?
Ocrolus is an Intelligent Document Processing (IDP) company that utilizes AI and machine learning to extract data from various documents accurately and efficiently.
What does ocrolus do?
Ocrolus is an intelligent automation platform that analyzes financial documents with over 99% accuracy. By eliminating manual review, Ocrolus empowers companies to reinvest human capital and automate business processes with industry-leading speed and accuracy.
How do you analyze financial institutions?
Investors can use the net interest margin, the loan-to-assets ratio, and the return-on-assets (ROA) ratio to analyze retail banks. These can be used to analyze a bank's profitability, as well as to understand whether a bank generates more income from loans or other assets.
What is classify in Ocrolus?
Ocrolus analyzes and classifies all types of documentation submitted by your applicants, including parseable PDFs, scans, and smartphone images. Our process yields a structured output of labeled and indexed documents, enabling you to notify borrowers of incorrectly submitted or missing information quickly.
How does Ocrolus work?
Using advanced machine learning algorithms, Ocrolus can quickly recognize and categorize your documents. In case of any uncertainties, our system automatically routes the document to Ocrolus verifiers for human review, ensuring the highest level of accuracy.
What is IDP in finance?
Investment Decision Process. Performance measurement and attribution is an important and integral part of the decision-making process for institutional investors. Understanding past decisions helps improve future decisions.
How accurate is Ocrolus?
Ocrolus processes every document with over 99% accuracy thanks to our Human-in-the-Loop approach to document capture.
What is the purpose of document processing technology in finance?
Structured Finance Using intelligent document processing enables financial services providers to quickly ingest, split up and classify, validate, enrich, and send relevant data from a mountain of documents to the appropriate downstream systems for use.