To stay competitive, financial services need to automate and simplify customer transactions and create frictionless workflows. Customers expect fast onboarding with minimal frustration. Documents need to be captured, edited, stored and shared quickly and securely - to meet the growing demands of both customers and regulators.
"Using Dynamsoft’s Dynamic Web TWAIN SDK to streamline our document scanning and customer data capture processes has made our representatives more efficient."
- Andrew Chung, GESA Credit Union
Know Your Customer (KYC) processes can be time consuming and frustrating - for customers and workers alike. Making customer identification frictionless is key to a positive customer experience.
Dynamsoft gives you the tools to automate customer identification and ensure full compliance. Capture and verify passports or driver's licenses using smartphones or scanners.
Auto-populate fields from customer IDs into account opening forms and loan applications to cut repetitive processes and reduce customer wait times.
Driver's License
Passport
Smartphone
Document Scanner
Key value pairs
When documents are captured, stored and retrieved quickly and easily, customer service reps can spend more time with clients.
Scanning can be done with smartphones or scanners, meaning minimal outlay on hardware and less cluttered workspaces.
Scan documents in large batches and automatically classify them using barcodes on each page.
Convert documents to PDFs and integrate into company-wide document management systems for easy access and retrieval.
Scan unlimited documents in a session
Classify and store by barcode
Multiple export formats
Capture and store documents for compliance more quickly so that reps can spend more time with clients. Stay up to date with regulatory changes more efficiently with end-to-end document management and paperless workflows.
Dynamsoft SDKs are designed for enterprise level security. Your data stays secure and within your network. It is encrypted in transit, and at rest, with HTTPS support and configurable SSL.
GDPR & CCPA compliant
ISO 27001 certified
We help developers rapidly integrate barcode scanning and document capture into web, desktop and mobile applications to streamline workflows and cut costs. Our SDKs are optimized for speed, accuracy and scale in the most rigorous enterprise settings.
"If you're going to try and tackle cross-browser scanning support, you better be prepared to have a dedicated team because browsers change quickly. A good SDK can curb both development and support costs. This is what Dynamsoft helped us realize for our es.capture and es.content solutions."
- Stephanie Azarian, EverteamFast Integration
just a few lines of code to implement
Years
in computer vision
Flexible Licensing
to fit all business scenarios
Enterprise Grade Security
ISO 27001 certified to keep your data secure
No-Obligation Pre-Sales Support
to discuss your POC