VisionERA for BFSI

The BFSI industry has been known to generate large amounts of documents such as bank statements, cheques, remittances, online bank forms, credit applications, etc. This makes data processing tough and time consuming. 

VisionERA has been developed for aiding the BFSI industry to  accelerate it’s document processing needs. Using our platform, BFSI companies can extract, process and interpret data from various BFSI documents with a high accuracy rate. 

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Use cases

Mortgage Processing Forms

Do away with manual processing of mortgage documents and automate data processing and extraction from mortgage documents to uncover information such as borrower name, SSN, employment information, purpose of loan, total assets and liabilities, loan amount, etc.

Account Opening Documents

Gather information from account opening documents and extract required key fields such as date of birth, SSN, taxpayer identification number, etc.

Customer Risk-Profiling Forms

Capture details from documents such as questionnaires to unlock data such as name, annual salary, customer location, etc.

Account Closure Forms

Automate account closure by extracting data from related forms and initiate the account closure process by getting insights on SSN, address, date of birth etc.

Documents VisionERA can Process

Retail being a doc-heavy industry there are various sets of documents and listing all of them is incredibly hard.

However, here are a few document categories that VisionERA handles on a regular basis.

VisionERA is design to handle any and all new formats. So if you do not see your document category in the list, do schedule a quick call with us.

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  • Financial Report Consolidation
  • Cost Allocation
  • Inventory Reconciliation
  • Balance Sheet Account Reconciliation
  • Variance Analysis
  • E-mail response management
  • Supporting documentation
  • Medical exam questionnaires
  • Claims processing Documents
  • Hospital Bills and Discharge summaries