To increase efficiency, reduce risk and improve the customer experience, an independent investment firm wanted to automate its manual document management processes. Following several years of success with Tungsten Capture, the firm has recently upgraded to Tungsten TotalAgility, enabling even more sophisticated workflows in areas such as accounts payable and KYC, and reducing costs by eliminating the need for third-party solutions.
Requirements:
- Single platform for end-to-end automation of complex processes
- Comprehensive support for scanning, data extraction and workflows
- Ease of integration with existing systems such as SAP
- Ability to replace legacy tools such as Adobe LiveCycle
Products in use:
- Tungsten TotalAgility®
- Tungsten Capture
- Tungsten AP Agility
Benefits:
- Accelerated new client onboarding with a single workflow for KYC checks
- Streamlined accounts payable by automating invoice processing and validation
- Reduced risk for key financial processes such as fund transfer orders
- Enabled full digitalization of the mailroom, vital for remote working
About Independent Investment Firm
A leading European independent investment firm with hundreds of billions of dollars in assets under management, more than 5,000 employees, and 30 offices in financial centers worldwide.
Products
Tungsten TotalAgility
Streamline your processes with TotalAgility, our AI workflow management solution. Discover how automation can transform your business.
Tungsten AP Agility
Tungsten AP Agility is your accounts payable automation solution, so you can reduce costs, speed processes, improve quality and strengthen internal controls.