Financial Services

Reduce costs and enhance service in a tightly controlled digital environment.

Financial services organizations are under unrelenting pressure to reduce operations costs and respond to ever-increasing customer demands, while ensuring information tracking and control.


Complicating matters, paper volumes in many financial services applications continue to rise.

IPS can help.

Our solutions digitally transforms financial services business processes such as new account opening, loan origination, corporate resolutions, letters of credit, accounts payable and more.  

IPS makes digital transformation a reality in these applications by combining our unmatched expertise in business process automation with advanced digital technologies such as: 

  • Intelligent data capture for paper and electronic invoices
  • Approval and exceptions workflow automation
  • Robotic process automation (RPA)
  • Analytics
  • Mobile
  • Secure web-based image and data archival and retrieval
  • Integration with platforms specific to the financial services industry


IPS eliminates laborious and error-prone data entry by intelligently capturing and mapping critical data such as account number, customer name and tax identification number, and indexing document images and data so information is always instantly available to authorized users. 

And IPS does all this in a highly secure cloud environment for business continuity. 

IPS solutions provide banks and other financial services organizations with:

  • Reduced operational costs
  • Improved staff productivity
  • Faster cycle times
  • Effortless handling of documents regardless of their format or delivery channel
  • Enhanced customer service through instant access to critical data
  • Streamlined reconciliation
  • Improved information tracking and control


Learn how IPS can make digital transformation a reality for your financial services organization.

IPS digital technologies help financial services firms manage skyrocketing volumes of documents and data.