Maximising Productivity with Scan2x’s Intelligent Scanning

In the fast-paced world of financial services, time is of the essence, and precision is paramount. The difference between success and stagnation often hinges on the ability to process information swiftly, accurately, and efficiently.  

In this digital age, the tools we employ can make all the difference. Scan2x’s intelligent scanning capabilities stand as a prime example of technology that can significantly enhance productivity and reduce errors in financial services businesses. 

Scan2x: Empowering Every User 

Scan2x is an intelligent document-capture solution that brings the power of professional scanning applications within reach of every user in an organisation. 

It’s a game-changer that simplifies complex tasks with a single button press, eliminating the need for extensive training. Here, we delve into the multifaceted features that make Scan2x a must-have tool for financial services professionals. 

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1. Intelligent Document Recognition

One of Scan2x’s key strengths lies in its ability to intelligently recognise and interpret specific regions of a document.  

This means that it processes the document according to its content, eliminating the need for manual sorting or classification. Moreover, the workflows can be configured with rules to automatically route multiple outputs to various destinations. This not only saves time but also reduces the likelihood of human error.

2. Verification & Validation

Accuracy is non-negotiable in the financial sector. Scan2x doesn’t just streamline the scanning process; it ensures data accuracy as well. The system highlights metadata fields that need correction before a document can be saved.  

Metadata extracted from scanned or uploaded documents can be verified through webservice calls or by cross-referencing against database information. 

For instance, when handling identity documents like passports, Scan2x checks the validity of the MICR (Magnetic Ink Character Recognition) data, providing an extra layer of security.  

Similarly, documents such as driving licences can be cross-verified against the DVLA webservice, ensuring the document’s information aligns with official records. This level of validation is invaluable in reducing compliance risks and enhancing data accuracy. 

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3. Scan2x – Scan to “X”

The “X” in Scan2x’s name is no coincidence.  

It reflects one of its core features—the ability to save documents in the desired destination. Whether you need a document saved in two different locations simultaneously or wish to integrate it seamlessly with third-party software such as Xero or NetDocuments, Scan2x is up to the task. 

It’s important to note that Scan2x doesn’t allow users to change the document’s destination. Administrators pre-configure these destinations, ensuring consistency and reducing human error in the scanning process. 

This streamlined approach not only saves time but also maintains the integrity of data management.

4. Scan2x AI Cloud Services

In the age of artificial intelligence, Scan2x stands out by integrating AI technology into its services.  

This feature automates the scanning and processing of information-rich documents such as contracts, statements, invoices, and receipts. Semi-structured or unstructured documents can be processed with ease, extracting contextual information – e.g. analysing a legal contract to extract the pertinent data from it, like the parties to the agreement, expiration dates etc. 

What’s remarkable is that Scan2x’s AI Cloud Services require no pre-configuration by administrators. 

Through AI, Scan2x can extract and display relevant metadata to users. This feature can also be used in conjunction with other Scan2x features, such as verifying data through database queries and webservice calls when necessary.  

It’s a dynamic tool that adapts to your specific needs, improving efficiency and reducing the risk of errors in data extraction.

5. Digital Signing

The financial industry deals with numerous documents that require signatures for validation and compliance. With Scan2x, users can digitally sign documents effortlessly. This is made possible through integration with third-party software, which allows documents to be sealed and digitally signed using pre-configured or custom templates. 

Furthermore, Scan2x supports a variety of signing workflows, whether it’s a single user signing a document, multiple users signing simultaneously, or a sequential signing process. This flexibility ensures that documents are securely signed, reducing the need for physical paperwork and expediting the workflow. 

In a world where time is money, Scan2x offers financial services businesses the edge they need to excel. By simplifying complex scanning tasks, ensuring data accuracy, and streamlining the entire process, Scan2x helps maximise productivity while minimising errors. 

 With Scan2x, financial professionals can focus on what matters most: delivering exceptional service and value to their clients. 

So, if you’re looking to revolutionise your document-capture and scanning processes, Scan2x is your trusted ally on the journey toward enhanced productivity and greater success in the financial services industry. 

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Download a free trial version of the Scan2xWindows installation by filling out the form below and clicking the download button. The trial license is a full 60-day licence. An email with an activation key will be sent to you immediately after downloading.
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