Are your financial services meeting rising expectations and industry standards?
Inflation, increased rates, and market volatility contribute to customer anxiety. Give the very best in customer care and raise the bar for the competition with automated solutions:
Creative & Innovative Solutions
With a trusted partner like KeyMark, implementing automation into your business has never been more easy or effective.
Data Capture
Data Capture
Forms & Document Automation
Forms & Document Automation
Automated Workflow
Automated Workflow
Document Management
Document Management
Case Management
Case Management
RPA in Financial Services
RPA in Financial Services
Explore automation in your vertical
Every vertical benefits from financial service automation in different ways. Select your vertical to see the specific use cases.
Audit & Compliance
Credit Unions
Optimize operational processes across departments to deliver the customer service experience your credit union members expect and deserve.
Lending
Increase loan volumes and decrease the time, costs and risks involved in the delivery of a loan, whether your specialty is commercial, consumer or mortgage lending.
Retail Banking
Automate and accelerate business processes across your bank and its branches to make your people more productive, your customers happier, and your bank more profitable.
Wealth Management
Experience by the numbers
Years of Experience
Customer Satisfaction
Net Promoter Score
All time customer projects
Don't just take our word for it...
Automation enables seamless transition among financial institutions.
The Data Context Crisis
AI Agents become more reliable when unstructured data is properly managed from capture to formatting for AI analysis and RAG. IDP provides structure to unstructured data.
Due diligence for IDP
What is due diligence for IDP and why is it important? Due diligence is the investigative process of vetting an investment or agreement to verify facts and make informed decisions. Good due diligence reduces risk and protects decision-makers from signing off on costly mistakes. With new intelligent document processing vendors
What is Intelligent Document Processing (IDP)?
Intelligent Document Processing (IDP) is AI powered document capture blending OCR, NLP, and ML to classify and index unstructured data.
