Case, Workflow & Task Automation

Connect ‘human-driven-work’ with information, documents and automations

Data Capture Automation

Extract information from documents and feed workflows.

Efficiently extract data from documents using Cloud native, AI/ Machine Learning technology

Leverage AI/Machine Learning technology to efficiently extract information from forms:

Intake documents from multiple channels (email, upload, scanner, etc).

Identify and categorize documents.

Intelligently extract data from printed and hand-written forms using ML/AI techniques.

Review extracted data into target formats.

Transform extracted data into target formats.

Route to outbound queues.

Case Automation

Bring your teams together with connected workflows, shared content and seamless access to data

Enhance operational efficiency and streamline processes

With OwlFinancial, you can now bring your teams together with connected workflows, shared content, and seamless access to data. We empower financial services to integrate systems and enable information accessibility between them – thus elevating operational efficiency. Now significantly reduce manual dependency, minimize errors, and give your teams more time to spend on decision-making process.

Consolidate case related forms, documents, and information.

Codify best practices for processing cases and make them available to everyone.

Empower underserved users with information, alerts and notifications, and the ability to contribute data, decisions, and tasks.

Monitor performance metrics.

Provide insights through dashboards.