The efficiency of any operations department within financial services depends on workflow. Saving employees time and making the team more efficient through automation will enable a company to do more with less stress or frustration, especially when working remotely during the coronavirus crisis.

Efficiency leads to bigger bottom-line profits. To streamline work processes and improve workflow, a business has to assess the entire operation from top to bottom. Financial institutions have to evaluate the use of paper in the office, including how forms are used, processed and archived.

Read More