Doculabs, Inc.

02/12/2024

🔓 Unlock Efficiency Gains with Process Automation 🔓

Process automation represents a tremendous opportunity to improve productivity and efficiency.

Our new ebook explores proven approaches financial services firms can take to realize major operational gains from process automation.

👉 Reduce manual work and shift focus to high-value activities
👉Enable flexibility and scalability to handle surges and new demands
👉Accelerate process speed and reduce errors
👉Free up budget to reinvest in customer experience
👉Get more done with the same headcount

Download now to read actionable recommendations tailored to financial services on harnessing process automation to achieve operational excellence.

It’s time to stop guessing about your customer-facing processes  Today’s customers expect a frictionless experience. But too often, financial services providers fail to deliver this because they don’t have insight into the details of how their business processes are actually performing. It’...

02/08/2024

Customers expect more from financial services companies. Are you delivering on these 4 fronts?

To thrive in today's world of banking, insurance, and wealth management; providers must align their transformation efforts around key customer expectations.

Our latest ebook reveals these 4:
1️⃣ Personalization: Tailor interactions, products and services based on rich customer data
2️⃣ Consistency: Ensure seamless, integrated experiences across all channels and touchpoints
3️⃣ Immediacy: Provide real-time digital engagement and fulfillment capabilities anytime
4️⃣ Convenience: Make it easy and hassle-free for customers to do business with you

Companies can meet these expectations by unleashing the power of process intelligence to improve them.

Download our free ebook to learn how to drive digital transformation in financial services.

It’s time to stop guessing about your customer-facing processes  Today’s customers expect a frictionless experience. But too often, financial services providers fail to deliver this because they don’t have insight into the details of how their business processes are actually performing. It’...

01/17/2024

Struggling with messy workflows that hinder employee productivity?

Rescue your organization from process chaos with process mining and intelligent automation.
💡 Visually reconstruct workflows to pinpoint bottlenecks and waste
💡 Enable continuous process improvement powered by analytics

Join our webinar tomorrow (January 18 at 1 ET) to learn how leading financial firms can leverage process mining and intelligent document processing technologies to optimize operations, reduce costs, and improve agility.

Grab your seat now! https://bit.ly/3vqF8uj

01/09/2024

Will we see you on the 18th?

There's no secret sauce to improving customer engagement (not that it's necessarily easy) -- create effective business processes that make your customers' lives simpler.

Joe Mislinski, Principal Consultant for Doculabs, will give you a foundation for you to improve interactions with your customers.

https://bit.ly/3vqF8uj

01/08/2024

You've untangled those lights from the tree. Now it's time to untangle your workflows for a better customer experience.

Does your organization struggle with messy workflows that hinder employee productivity? Rescue from process chaos is here with process mining and intelligent document processing.

🔆 Visually reconstruct workflows to pinpoint bottlenecks and waste
🔆 Structure data automatically from client documents with AI
🔆 Enable continuous process improvement powered by analytics

Join us for a webinar on January 18 at 1 ET to learn how leading financial firms are leveraging these technologies to optimize operations, reduce costs, and improve agility.

Grab your spot now: https://bit.ly/3vqF8uj

Image credit: Photo by Ridham Parikh on Unsplash

01/05/2024

Hacking Through Complexity to Find Simplicity in Financial Services Workflows

We probably all have a story about a poor customer experience with a bank, insurance company, or wealth management firm. The root cause of many poor customer experiences in financial services is from poor workflows and an inability to share relevent documents.

There's a solution.

Join us for a joint webinar with on January 18.

Grab your spot! https://bit.ly/3vqF8uj

01/02/2024

Join us on the 18th at 1 eastern for details on how to unleash process mining to improve the customer experience.

Day-to-day interactions—from account openings and modifications to deposits, withdrawals, loan applications, and investment activities—form the foundation of any financial institution’s relationship with its customers.

Each time a transaction fails to meet expectations for ease and efficiency due to obsolete processes, the firm risks losing the customer to a competitor. Doculabs’ Joe Mislinkski will provide actionable advice. Secure your seat now!

Day-to-day interactions—from account openings and modifications to deposits, withdrawals, loan applications, and investment activities—form the foundation of any financial institution’s relationship with its customers. Each time a transaction fails to meet expectations for ease and efficiency ...

12/21/2023

Before we all pretend to work tomorrow and have our vision clouded with sugarplums, save the date and join us for this webinar with ABBYY on January 18, 2024 (guess it's not too early to get used to typing that "4").

Click here to secure your spot: https://digital.abbyy.com/us-transform-customer-engagement-unleashing-process-mining-in-financial-transactions-webinar?utm_source=doculabs&utm_medium=partner&utm_campaign=wbr-us-timeline-customer-service-in-fin-serv-doculabs-18-01-2024-doculabs

12/13/2023

Understand the path of data integration in - setting up data connections, configuring extractions, transforming data, and loading it into a data log for analysis. This video focuses on the key extraction stage - pulling raw data from an on-premise MySQL database into the cloud.

Here's how to configure data extractions in process mining to pull data from an on-premise database into the EMS cloud for analysis. In this 2nd of four "Path of the Data" short tutorial, I demonstrate setting up a MySQL data connection, creating an extraction job, and adding tables for extraction.....

12/12/2023

We share process mining tips and tutorials weekly.

ICYMI, here's the first in a short series of videos about how to access and use data for process mining with Celonis.

Want more? Be sure to subscribe to our YouTube channel!

Getting to your data quickly is critical to getting the most from your process mining investment. James Newman explains how to set up a data connection, using Celonis as the example, to extract data from an on-premise source system. James provides an overview of the data flow from source to EMS clou...

03/23/2023

Did you know we have a new newsletter on Substack?

Check it out for a curated overview of interesting, thoughtful, and helpful views about intelligent automation.

This issue includes generativeAI's impact on intelligent automation, the importance of understanding the difference between RPA and intelligent automation, and can citizen developers help bridge the IT talent gap?

https://doculabsinsights.substack.com/p/doculabs-insights-4?sd=pf

10/19/2022

In 90 minutes, Marty Pavlik will be sharing insights about how process mining helps to improve business processes based on our real-world experience using process mining tools from Celonis to help our clients.

Register now!

We are offically two days away from this webinar! It's not too late to sign up. Save your spot today! https://hubs.la/Q01nBsy80