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IDP SOLUTIONS

The Future of Document Processing Is Here.

With over five years of IDP experience, we are experts at collecting, classifying, and extracting data from semi-structured and unstructured documents. Paired with best-in-class document management solutions, we help companies streamline and automate time-consuming and manual processes to improve customer experiences and deliver operational efficiency.

BENEFITS

Deliver a Modern Customer Experience

Uploading documentation is a critical component of the customer onboarding journey. IDP provides customers with a simple, intuitive, and efficient workflow which reduces the need for manual tasks and opportunities for incorrect data.

Improve the Employee Experience

Eliminate the need for your employees to waste valuable resources on manual data entry.  Automating document processing saves time and effort, so your team can focus on more productive tasks, resulting in fewer errors and more productivity.

Improve Data Accuracy

IDP helps eliminate the risk of human error from your processes. If the data on the physical documents is accurate, the system will make sure everything that goes into your systems via IDP is accurate.

Streamline Interoperability

A large portion of your business’s data is unstructured and locked behind PDF files, emails, and scanned copies of documents. IDP systems help structure this data, making it usable.

Ensure Regulatory Compliance

An IDP system automatically extracts relevant information from documents and classifies them based on predefined criteria, which means fewer errors and easily accessible records you might need for audit purposes.

Introducing Kapti for Lenders

Deliver an enhanced customer experience and streamline your business operations with our powerful, flexible, and scalable solution. Kapti coordinates tasks between different channels, systems and business functions.

  • Low Code/No Code Workflow Orchestration
  • Powerful Intelligent Document Processing Capabilities
  • Secure Document Storage and Management

Unlock Enterprise Efficiency with IDP

Intelligent document processing is the next generation of automation, able to capture, extract, and process structured data and unstructured data from a variety of document formats using a combination of technologies, including natural language processing, optical character recognition, computer vision, and machine learning. 

Whether it’s mortgage origination or claims, intelligent document processing can easily extract unstructured data from scanned documents or physical documents. Once the data is extracted, you can effortlessly retrieve the data anytime, anywhere, through a dedicated cloud repository. 

IDP has the dual advantage of improving customer service and boosting employee productivity by saving time and increasing accuracy. That means more applications are processed quicker. Customers can enjoy faster turn-around times, and employees can be freed up to focus on strategic tasks.

Document Processing Use Cases

Mortgage Underwriting

KYC Process Automation

Insurance Claims Processing

Customer Onboarding

Intelligent Document Processing Insights

Financial Services
Advisory Services
Digital Transformation for Lenders
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Lenders Transformation Playbook: Bridging Strategy and Execution

October 08, 2024
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Process Improvement and Automation Support the Mission at Trez Capital 🚀

July 29, 2024
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Trez Capital

Trez distributes capital based on very specific criteria. But with over 300 investments in their portfolio, they process numerous payment requests and deal with documents in varied data formats. They saw an opportunity to enhance efficiency, improve task management, and better utilize data insights for strategic decision-making.

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January 20, 2023
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Enterprise Automation
Articles

Top Use Cases of Intelligent Document Processing

November 22, 2022
Learn More
Partners
AI
Banking Automation
Articles

Extraction: The Next Step in Intelligent Document Processing  

May 31, 2022
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Technology
AI
Enterprise Automation
Articles

Classification: The First Step in The Art of Speed Reading

March 15, 2022
Learn More
Financial Services
Advisory Services
Digital Transformation for Lenders
Articles

Lenders Transformation Playbook: Bridging Strategy and Execution

October 08, 2024
Learn More
Financial Services
Automation
BPI
Case Studies

Process Improvement and Automation Support the Mission at Trez Capital 🚀

July 29, 2024
Read Now
Trez Capital

Trez distributes capital based on very specific criteria. But with over 300 investments in their portfolio, they process numerous payment requests and deal with documents in varied data formats. They saw an opportunity to enhance efficiency, improve task management, and better utilize data insights for strategic decision-making.

Financial Services
AI
Digital Transformation
Articles

Align, Assemble, Assure: A Framework for AI Adoption

May 09, 2024
Learn More

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Financial Services
Advisory Services
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Articles

Blanc Labs Welcomes Two New Leaders to Advance AI Innovation and Enhance Tech Advisory Services for Financial Institutions Across North America

May 07, 2024
Learn More

Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.

Financial Services
Banking Automation
Enterprise Automation
Articles

Blanc Labs Partners with TCG Process to Integrate their Automation and Orchestration Platform and deliver Advanced Intelligent Workflow Automation to Financial Institutions

May 03, 2024
Learn More

Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.

Financial Services
Business Process Improvement
Enterprise Automation
Articles

BPI in Banking and Financial Services in the US & Canada

April 23, 2024
Learn More
Business Process Improvement in Financial Services in US & Canada

Banking and financial services are changing fast. Moving from old, paper methods to new, digital ones is key to staying in business. It’s important to think about how business process improvement (BPI) can help.

Financial Services
Banking Automation
Business Process Improvement
Articles

Business Process Improvement vs Business Process Reengineering 

April 08, 2024
Learn More

Business process improvement vs. reengineering is a tough choice. In this guide, we help you choose between the two based on four factors.

Financial Services
Business Process Improvement
Articles

What is the role of a Business Process Improvement Specialist? 

February 16, 2024
Learn More
Business Process Improvement Specialist in Canada

A business process improvement specialist identifies bottlenecks and inefficiencies in your workflows, allowing you to focus efforts on automating the right processes.

Financial Services
API Management
Open Banking
Financial Services

Open Banking Technology Architecture Whitepaper

February 13, 2024
Learn More

We’ve developed this resource to help technical teams adopt an Open Banking approach by explaining a high-level solution architecture that is organization agnostic.

Insight
AI
Enterprise Automation
Articles

These are not your grandmother’s models: the impact of LLM’s on Document Processing

January 22, 2024
Learn More
These are not your grandmother’s models: the impact of Large Language Models on Document Processing

Explore the transformative influence of large language models (LLMs) on document processing in this insightful article. Discover how these cutting-edge models are reshaping traditional approaches, unlocking new possibilities in data analysis, and revolutionizing the way we interact with information.

Financial Services
AI
Banking Automation
Articles

10 Tips to Successfully Implement RPA in Finance

April 14, 2023
Learn More
Financial Services
Banking Automation
Digital Banking
Articles

Benefits of Intelligent Document Processing

January 20, 2023
Learn More
Financial Services
Digital Transformation
Enterprise Automation
Articles

Top Use Cases of Intelligent Document Processing

November 22, 2022
Learn More
Partners
AI
Banking Automation
Articles

Extraction: The Next Step in Intelligent Document Processing  

May 31, 2022
Learn More
Technology
AI
Enterprise Automation
Articles

Classification: The First Step in The Art of Speed Reading

March 15, 2022
Learn More
Financial Services
Advisory Services
Digital Transformation for Lenders
Articles

Lenders Transformation Playbook: Bridging Strategy and Execution

October 08, 2024
Learn More
Financial Services
Automation
BPI
Case Studies

Process Improvement and Automation Support the Mission at Trez Capital 🚀

July 29, 2024
Read Now
Trez Capital

Trez distributes capital based on very specific criteria. But with over 300 investments in their portfolio, they process numerous payment requests and deal with documents in varied data formats. They saw an opportunity to enhance efficiency, improve task management, and better utilize data insights for strategic decision-making.

Financial Services
AI
Digital Transformation
Articles

Align, Assemble, Assure: A Framework for AI Adoption

May 09, 2024
Learn More

An in-depth guide for adopting and scaling AI in the enterprise using actionable and measurable steps.

Financial Services
Advisory Services
Artificial Intelligence
Articles

Blanc Labs Welcomes Two New Leaders to Advance AI Innovation and Enhance Tech Advisory Services for Financial Institutions Across North America

May 07, 2024
Learn More

Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.

Financial Services
Banking Automation
Enterprise Automation
Articles

Blanc Labs Partners with TCG Process to Integrate their Automation and Orchestration Platform and deliver Advanced Intelligent Workflow Automation to Financial Institutions

May 03, 2024
Learn More

Blanc Labs and TCG Process have partnered to transform lending operations with innovative automation solutions, using the DocProStar platform to enhance efficiency, compliance, and customer satisfaction in the Canadian lending market.

Financial Services
Business Process Improvement
Enterprise Automation
Articles

BPI in Banking and Financial Services in the US & Canada

April 23, 2024
Learn More
Business Process Improvement in Financial Services in US & Canada

Banking and financial services are changing fast. Moving from old, paper methods to new, digital ones is key to staying in business. It’s important to think about how business process improvement (BPI) can help.

Financial Services
Banking Automation
Business Process Improvement
Articles

Business Process Improvement vs Business Process Reengineering 

April 08, 2024
Learn More

Business process improvement vs. reengineering is a tough choice. In this guide, we help you choose between the two based on four factors.

Financial Services
Business Process Improvement
Articles

What is the role of a Business Process Improvement Specialist? 

February 16, 2024
Learn More
Business Process Improvement Specialist in Canada

A business process improvement specialist identifies bottlenecks and inefficiencies in your workflows, allowing you to focus efforts on automating the right processes.

Financial Services
API Management
Open Banking
Financial Services

Open Banking Technology Architecture Whitepaper

February 13, 2024
Learn More

We’ve developed this resource to help technical teams adopt an Open Banking approach by explaining a high-level solution architecture that is organization agnostic.

Insight
AI
Enterprise Automation
Articles

These are not your grandmother’s models: the impact of LLM’s on Document Processing

January 22, 2024
Learn More
These are not your grandmother’s models: the impact of Large Language Models on Document Processing

Explore the transformative influence of large language models (LLMs) on document processing in this insightful article. Discover how these cutting-edge models are reshaping traditional approaches, unlocking new possibilities in data analysis, and revolutionizing the way we interact with information.

Financial Services
AI
Banking Automation
Articles

10 Tips to Successfully Implement RPA in Finance

April 14, 2023
Learn More
Financial Services
Banking Automation
Digital Banking
Articles

Benefits of Intelligent Document Processing

January 20, 2023
Learn More
Financial Services
Digital Transformation
Enterprise Automation
Articles

Top Use Cases of Intelligent Document Processing

November 22, 2022
Learn More
Partners
AI
Banking Automation
Articles

Extraction: The Next Step in Intelligent Document Processing  

May 31, 2022
Learn More
Technology
AI
Enterprise Automation
Articles

Classification: The First Step in The Art of Speed Reading

March 15, 2022
Learn More

What is an intelligent document processing solution?

An intelligent document processing solution automatically extracts data and processes it from various documents/sources using AI techniques, OCR, machine learning, and computer vision, eliminating manual data entry, reducing errors, and enhancing operational efficiency.

How does intelligent document processing work?

Using advanced technologies such as AI, natural language processing, OCR, machine learning, and computer vision, IDP automates the extraction and processing of data from documents, capturing, classifying, extracting, validating, integrating, and learning from them.

What is the difference between OCR and intelligent document processing?

OCR converts scanned or printed text into a machine-readable format, while IDP combines OCR with other AI technologies to extract meaningful information from documents and offers a more comprehensive solution with advanced capabilities for data interpretation and analysis.

Let’s Automate Your Document Processing Workflow