Document Transformation

Over 10 years experiencing in transforming documents for the digital lifecycle

Making financial institutions ready for the digital world

The current economic climate has resulted in a paradigm shift in how banking and other financial institutions deliver to retail and business clients. Being able to effectively serve customers (and countries) online has proved incredibly challenging for many financial institutions, and many have struggled to cope. The result has been the acceleration of many digital transformation initiatives that, for years, we’re stuck in limbo because of limited budgets, legacy systems, and bureaucratic processes.

The ongoing COVID pandemic has proven beyond doubt that document transformation is essential to improve the ability of the financial service industry to improve customer service. This transformation helps streamline and transform incoming documents and communication into actionable insights downstream that significantly improve operational delivery and efficiency. 

Credit unions, commercial & development banks need partners who have the much-needed experience of transforming documents and understand the financial industry’s downstream file process. 

AI-based & service bureau supported Document Transformation

codemantra’s service bureau has the perfect combination of subject matter experts with 1 million+ hours of experience, transforming the various records & files of financial institutions. In addition, codemantra’s comprehensive document accessibility remediation solution and subject matter expertise ensure your digitized records are made compliant with Section 508 standards and WCAG 2.1 Level A & AA guidelines.

codemantra has helped various financial institutions across the world on board their assets into digital format. codemantra has assisted the World Bank, International Monetary Fund & the Asian Development Bank, and many other banks & credit unions in their document transformation journey and transformed their documents into ADA-compliant formats.

codemantra’s AI-based automated content extraction platform predicts the logical text from any source PDF format (image/print). It provides a styled document in any other format like XML, ePUB, MOBI, HTML5, and other digital output formats. codemantra has been delivering eight million pages of digital uPDF output every year for the last decade or so.

The following teams of the service bureau assist in the document transformation:

Impact on financial institutions

Quality assurance services

codemantra’s Lean Six Sigma certified QA experts define the standards and practices for project-based delivery. In addition, codemantra’s ISO 9001:2015 certification ensures these practices and guidelines are specifically designed to meet the unique needs of clients and their business processes.

More solutions for financial services

Accessibility Compliance

Make documents accessible as required by Section 508, PSBAR, EAA, or other international laws to serve people with print disability better and conform to WCAG AA standard.

Contract Processing

Transform documents, extract data, convert into actionable insights, push the data into any existing application for singular data ingestion, and speed up business processes.