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Challenges vs Solutions
Smart Fixes for Real Problems
Challenges without DMS+
Delays from manual KYC & loan processing
Strict RBI, SEBI, IRDAI & GDPR/DPDP compliance
Complex audits with fragmented branch files
Slow payments from high vendor invoice volumes
Limited visibility into document workflows
Solutions with DMS+
Automated KYC with Aadhaar masking & validation
Centralized records for loans, insurance & investments
Audit dashboards for RBI, SEBI & IRDAI compliance
Automated invoices for faster payments
Role-based access across branches
Compliances
RBI, SEBI, DPDP and other Industry Standards
Onboarding Verification
Secure customer documents with real-time checks.
Audit-Ready Files
Maintain compliant loan & investment records.
Retention Compliance
Automate policies per RBI & DPDP guidelines.
Access Trails
Complete tracking of document access & changes.
Features
Features Tailored for Banking & Finance
Automated KYC & Aadhaar Masking
Speed up customer onboarding with instant KYC validation and UIDAI-compliant Aadhaar masking.
Loan File Digitization & Tracking
Invoice Processing Automation
Audit-Ready Compliance Dashboards
Advanced Encryption & Access Controls
Integration with Core Banking & ERP
Benefits
Key Values of Document Management
Ensure Regulatory Compliance and Reduce Penalties
Automate efficient document tracking processes to keep all banking records consistently updated, helping your institution stay fully compliant with RBI, SEBI and other critical financial regulations.
Accelerate Processes with Centralized Document Management
Streamline loan processing, audits and data retrieval through a centralized DMS for banks, ensuring quick access to critical documents and improving overall operational efficiency.
Protect Sensitive Data with Advanced Security
Secure financial records with DMS+ through role-based access controls, encryption and audit trails, preventing unauthorized access and safeguarding confidential banking documents.
Case Study
Real Stories. Real Results
Challenge
Rapid workforce growth made it difficult to standardize onboarding, ensure compliance, and deliver a seamless employee experience across branches.
Solution
DMS+ streamlined onboarding with digital HR folders, automated workflows, role-based access, e-signatures, HRMS integration, and audit-ready trails.
Results
65%
Faster onboarding time
95%
Audit compliance
37%
Efficiency boost
Leading Advertising Company
Challenge
The company struggled with accounts payable due to scattered invoice submissions, lost or delayed invoices, person-dependent approvals, high processing costs.
Solution
DMS+ AP Automation centralized invoice processing, used RPA to capture data, auto-routed approvals through workflows, stored invoices securely in DMS+.
Results
60%
Faster Invoice Processing
40%
Reduction in Operational Costs
65%
Decrease in Invoice Approval Turnaround Time
Mutual Fund Company
Challenge
The company faced heavy compliance demands, scattered manual processes, costly tracking, and disconnected systems, making compliance hard to manage.
Solution
DMS+ centralized securities documents, automated reminders and workflows, enabled real-time dashboards and compliance reports, and using DMS+ AI
Results
70%
Reduction in operational costs
50%
Reduction in document retrieval time
99%
Accuracy in compliance tracking
Challenge
Rapid workforce growth made it difficult to standardize onboarding, ensure compliance, and deliver a seamless employee experience across branches.
Solution
DMS+ streamlined onboarding with digital HR folders, automated workflows, role-based access, e-signatures, HRMS integration, and audit-ready trails.
Results
65%
Faster onboarding time
95%
Audit compliance
37%
Efficiency boost
Aug 5, 2024
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