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Digital Transformation in Banking Whitepaper: Keeping Up with the FinTech Disrupters

Digital Transformation in Banking Whitepaper: Keeping Up with the FinTech Disrupters

The world’s biggest banks are pushing back against the industry-disrupting competition from online financial startups with billions of dollars of investments in digital technology, Bloomberg reports. Earlier this year, Spain’s Banco Santander SA announced plans to spend $22 billion over the next four years to stay competitive. In the U.S. J.P. Morgan Chase & Co….

Why RPA Projects Fail

Why RPA Projects Fail

There is a lot of hype surrounding the results of RPA (robotic process automation), which is a way to automate manual, repetitive processes in your business. When the application is implemented properly, for the right processes, businesses can gain enormous efficiencies. The best-case scenario for RPA gets even non-technical people excited about an application that…

Automating Accounts Payable: Knowing Your Who, What, When, Where & Why

Automating Accounts Payable: Knowing Your Who, What, When, Where & Why

Workflow automation can help you streamline your business processes and reduce costs, and if you’re new to automation, accounts payable is a great place to start. Besides expediting the review, approval and payment process automation eliminates the risk of data entry errors and reduces the accidental loss of data and documentation. But just as importantly,…

MetaSource is Kofax Maintenance Partner of the Year

MetaSource is Kofax Maintenance Partner of the Year

MetaSource has been named Kofax® “Maintenance Partner of the Year” for success in helping clients achieve increased efficiency, growth and improved customer experience as a top reseller of Kofax intelligent automation solutions. The award was announced at the Kofax 2019 Partner Summit in Irvine, Calif. in April, in recognition of the high number of MetaSource…

Steps to AP Automation Success

Steps to AP Automation Success

For companies that want to improve their bottom lines, continuously reassessing and upgrading key business processes is crucial. When deciding which processes to improve to get the best ROI, the accounts payable department is a good place to start because its functions impact every department in addition to the bottom line. In fact, automating even…

Business Process Outsourcing Can Decrease Stress at Work

Business Process Outsourcing Can Decrease Stress at Work

It’s Monday morning. You have a to-do list a mile long: check in with the team about progress on that big new account, find out what happened to an important missing invoice that’s now a week late, sit in a few hour-long meetings. It seems like you rarely have time to accomplish everything you need…

Actionable Insights Start with Multichannel Capture: A Whitepaper
Is It Time to Optimize Your Grievances & Appeals Department?

Is It Time to Optimize Your Grievances & Appeals Department?

Grievances and appeals—common to industries such as insurance and healthcare—are heavily regulated by both federal and state laws. That means it’s extremely important that their receipt, decision, and resolution process are continuously tracked and reviewed in order to remain in compliance. Delays along the way provide a poor customer experience, and gaps or errors in…

How a Financial Firm Uses RPA to Process 1,800 Docs Per Day without Human Intervention
How to Automate Your Accounts Payable with SMART Goals

How to Automate Your Accounts Payable with SMART Goals

AP automation can help you improve efficiency, reduce costs, and create transparency within your business processes. To make the magic happen, you will need a solid plan that will allow you to analyze your existing processes and put new and improved automated workflows in place. Turning your goals into SMART goals will allow you to…