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Ephesoft Transact QuickScreen for Healthcare Demo

This video explores Ephesoft Transact QuickScreen, screening automation for healthcare screening and onboarding. Visit www.ephesoft.com for more information.
Recorded Apr 20 2020 4 mins
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Presentation preview: Ephesoft Transact QuickScreen for Healthcare Demo

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  • Transforming operations and the customer experience Aug 18 2021 3:00 pm UTC 58 mins
    Senior experts from Axa, Aon, ING, Ephesoft, moderated by the Financial Times
    Paper documents may be in rapid decline in the financial world but they are being replaced by an even greater number of pdfs and other digital documents which takes time and effort to process. We live in a complex, regulated society where bankers, insurers, investment managers and other financial services professionals must keep track of every customer interaction and business decision. This creates huge “virtual” mountains of structured and unstructured data on everything from loan applications and payments, to insurance claims and investment portfolios, to regulatory compliance and risk management.

    Although this data is gathered, managed and stored in a digital environment, it still requires high levels of human intervention and much of it is hard to locate, extract and analyse. Staff have to do it manually, which is time-consuming, costly and error-prone.

    Today things are changing. More financial services firms are using artificial intelligence (AI) and automation technologies to process their documents and the data in them, because if they do not they will lose their competitive edge and their customers. Intelligent document processing is allowing firms to perform these tasks more quickly, accurately and efficiently while reassigning employees to customer-facing and other more valuable positions.

    Watch this on-demand webinar, co-hosted by the Financial Times and Ephesoft. Senior financial services executives will discuss the importance of having accessible data to improve the customer experience and how AI innovation is making it easier to capture, analyse and draw insights from that data, and give some real-life examples.

    PANEL:
    Stephen Boals, SVP, Strategy & Evangelism, Ephesoft
    James Platt, Chief Operating Officer, Aon
    Kerem Tomak, Global Chief Analytics Officer, ING
    Astrid Stange, Chief Operating Officer, Axa
    Alan Livsey, Lex Research Editor, Financial Times
  • Why Elite CIOs Automate: It’s Time to Transform Handprint into Usable Data Recorded: Jul 28 2021 61 mins
    Experts from CIO.com and Ephesoft
    Despite efforts to move away from handwritten documents, hand printed information on forms, in correspondence and even legal documents is common and unavoidable. From government, financial services, insurance and healthcare industries to departments like accounting, mailrooms and human resources, many employees must manage the collection and data entry of handwritten data. Fortunately, hand-printed documents, which have traditionally seen low data recognition rates from technology solutions, do not have to be the death of digital transformation initiatives any longer.

    Watch this on-demand webinar co-hosted by CIO.com and Ephesoft on how best-in-class CIOs and digital transformation experts are not only automating capture projects successfully, but getting excellent data extraction results on handprint and machine print documents and forms.

    We’ll share “secrets” of what elite CIOs are seeing with today’s technology:
    - A behind-the-scenes look at the functionality/capabilities of handprint data extraction, ICR conversion accuracy, cloud accessibility, OMR extraction and signature detection
    - Gaining insights from data collected
    - Boosting customer experience with faster responses and employee experience with less data entry
    - 3 takeaways to make your digital transformation project successful
  • AP Games: How One Grocery Giant Wins with Invoice Processing Automation Recorded: Jul 21 2021 38 mins
    Industry Experts from Ephesoft, Hexaware and SpartanNash
    SpartanNash, a Fortune 400 company and the fifth largest food distributor in the United States, reveals its journey to modernize their accounts payable and accounts receivable departments. With such a vast distribution network, invoice processing was a challenging, complex, manual process before Hexaware implemented an intelligent process automation solution for the grocery giant, powered by Ephesoft Transact.

    On this dynamic panel, Hexaware and Ephesoft bring SpartanNash to the table to discuss the process of digitally transforming their accounting department. SpartanNash’s Director of IT Applications, Anila Bukhari, will talk about the challenges of accounting process transformation for an organization that grows through acquisitions. Hexaware’s Principal Consultant Chandrasekar Ramaswamy will provide industry expertise for organizations taking on AP automation initiatives, and Ephesoft’s Director of Business Development Brandyn Campbell shares insights in the role intelligent capture plays for a successful digital transformation project.
  • Automatically extract data from invoices to make your job fun again! Recorded: Jul 20 2021 39 mins
    Experts from Ephesoft
    Invoice processing can be a time consuming, and error prone task if you are forced to key in numbers manually. Luckily, there is a better way that is faster, easier and significantly more accurate.

    This quick demo shows you how Ephesoft can automatically process invoices, upload batches, extract relevant data fields and then automatically send it to any system.
  • Create new accounts easily with mobile capture & intelligent document processing Recorded: Jul 20 2021 30 mins
    Experts from Ephesoft
    When filling out an application for a new online account, first impressions are important – and you probably won’t get a second chance. You don’t want to ask too many questions, and yet, you can’t afford to permit fraudulent accounts. So how do you get the information you need in a respectful way?

    This demo shows you how Ephesoft can automatically capture all required documents, including government issued identification using a mobile device, extract relevant data fields and automatically submit the needed data to your application approval process.

    You will learn:
    - How customers can use their mobile to capture documents for account creation
    - How government issued IDs can be captured and data extracted
    - How application forms can be automatically captured, classified and sent into your approval workflow
    - How internal notifications and approvals can be set up
  • Process and route sensitive documents automatically with Ephesoft Recorded: Jul 20 2021 36 mins
    Experts from Ephesoft
    If you’re like most companies, you get a lot of time sensitive documents that need to be delivered to various departments. Loan documents, mortgage applications, legal notices, invoices and a variety of other business correspondence all flow into your mailroom. And with a large portion of your workforce working from home, that can be problematic.

    This demo shows you how Ephesoft can automatically capture paper and digital documents, including large complicated mortgage applications, how we can classify the contents of each document, then extract relevant data fields, for distribution and approvals.

    You will learn:
    - How large complicated documents can be automatically captured and classified
    - How data fields can be extracted
    - How the extracted data can automatically flow to the right department or manager
    - How the system can be trained to identify new document types
  • Turn documents into data to speed the delivery of Government services Recorded: Jul 13 2021 34 mins
    Experts from Ephesoft
    Whether you are a Federal, State or Local agency, you know that physical forms and paper based processes are not the most efficient way to deliver services to your citizens. Ephesoft Transact solves this problem by capturing your documents from a variety of inputs and extracting the needed information effortlessly. Data is then exported to any application depending on the need.

    This demo shows you how Ephesoft can automatically process paper documents, extract relevant data fields, and then automatically send the needed data to your applications.

    You will learn:
    - How documents are captured from a variety of sources
    - How documents are automatically categorized
    - How data is extracted, including checkboxes and signature blocks
    - How external lookups can be used to add context to captured data
    Workflow options
  • Lessons Learned from the Corporate Mailroom During COVID-19 Recorded: Jul 13 2021 50 mins
    Experts from Zia Consulting and Ephesoft
    Even in this digital age, paper and physical content can overwhelm corporate mailrooms. If you’re like most companies, much of the labor force began working remotely with the onset of the COVID-19 pandemic. This created the challenge of getting information into the right hands, through the most efficient business processes.

    Join our Digital Mailroom Automation webinar to find answers to the content chaos.

    Zia Consulting implements content solutions from OPEX and Ephesoft that can turn this disruption into a business advantage. We’ll present use cases demonstrating how to transform a corporate mailroom. You’ll learn how introducing automation can result in time and cost savings, lead to fewer lost or stolen pieces of mail, and a decreased potential for transmitting the virus.

    Join us to find out more about:
    - Simplifying mailroom activities to improve customer communication
    - Optimizing mail handling with efficient mail opening and extraction
    - Transforming paper and physical content in the digital age
    - Leveraging Robotic Process Automation (RPA) and Content/Case management tools
  • Automation Hacks for Financial Services: Building a Digital Mailroom Recorded: Jul 7 2021 29 mins
    Ephesoft and Workato Automation Experts
    Sorting and routing mail for multiple departments globally has become almost impossible from the pandemic work from home mandate without automation technology. However, the digital mailroom has evolved with the help of no-code/low-code tools used by business operations, IT and citizen developers. Starting with the digitization of data, critical information now flows freely with the rise of enterprise automation and AI.

    By digitally transforming these critical processes, your mailroom team and every employee can now capture, classify, extract and route mailroom documents and data faster, driving productivity.

    Join this webinar as automation experts explore:
    -The secret to decreasing IT TCO by over 85% by automating mailroom operations
    -The ripple effect of faster processing throughout multiple departments
    -A demo of automatic inbound document processing and routing using AI and no code technology
  • Transforming Handwritten and Print Data in a Digital World Recorded: Jul 6 2021 30 mins
    Brandyn Campbell, Director of Business Development, Ephesoft
    Despite efforts to eradicate handwritten documents, forms, signatures, letters and other printed data are still alive and rampant. From healthcare, government, insurance and financial services industries to departments like accounting and human resources, many employees must manage the collection of handwritten data. However, hand-printed documents, which have traditionally seen low data recognition rates, do not have to be the death of digital transformation initiatives any longer.

    Join this informative webinar on automating capture projects on handprint and machine print documents and forms.

    -Learn about newly released capabilities for unstructured handprint extraction and the technology behind it
    -Get a behind-the-scenes look at how a document capture project is configured for handprint data extraction, OMR extraction and signature detection
    -Takeaway 5 key factors to make your digital transformation project successful
  • Are You Fast Enough for Your Customers? AI & Tech Expectations in 2021 Recorded: Jun 10 2021 21 mins
    Stephen Boals, SVP Strategy and Evangelism, Ephesoft | Keith O’Brien, Industry Specialist - Financial Services, Ephesoft
    As we gain momentum in 2021, COVID-19 and uncertainty have set the stage for economic disruption and a new age of digital service for the banking, financial services and insurance (BFSI) industry. Slow service, bottlenecks in customer applications and inefficiency can lead to lost customers during initial onboarding and processing. BFSI organizations must improve their customer engagement processes to meet customer expectations, increase customer lifecycle terms and maintain compliance with KYC and AML regulations. This speed of service requires an extensive digital mindset and cutting-edge AI technology.

    In fact, a recent survey estimates that only half of banking, financial services and insurance (BFSI) institutions have accelerated their digital transformation or plan to invest in new IT to drive efficiencies (2021 Financial Services Outlook, Deloitte). The real threat is for organizations to do nothing, and expect to survive the turmoil.

    Join us for a dynamic panel discussion to explore how leading banking, financial services and insurance (BFSI) organizations must adapt and grow using AI-based technology solutions to survive, optimize processes and gain market share.

    You will learn:
    -The current and projected state of the BFSI industry for this year and beyond
    -Technology trends and focus areas for driving productivity, compliance and internal gains
    -4 key areas for maximum impact and efficiency
  • Executive Series: The New Frontier of Content Modernization Recorded: Jun 9 2021 60 mins
    Experts from ASG, Zia Consulting and Ephesoft
    Our enterprise content management (ECM) customers tell us that increased competition, shrinking IT budgets and heightened compliance regulations are disrupting ‘business as usual’ and forcing the move towards more agile content services.

    Recent industry studies have stated that the success of achieving true modernization is directly linked to transforming the classification, access, and automation of documents and unstructured content across the enterprise.

    In this webinar panel, industry experts from ASG Technologies, Ephesoft, and Zia Consulting discuss:
    - Automation: steps to becoming a truly data-driven organization and automating the manual gaps throughout your enterprise
    - Modernization: best practices (and lessons learned) for consolidating, migrating and getting the most from the Cloud
    - Governance: the reality of end-to-end governance from identification through to disposition—on an enterprise scale
  • Key Elements for Accelerating Business Processes in a COVID-19 World Recorded: Jun 1 2021 24 mins
    Stephen Boals, SVP Business Development & Alliances
    The world is currently grappling with what is becoming one of the biggest crises of our time and the nature of work has been changed forever. Organizations are rapidly transforming their operations to overcome obstacles brought forth by the COVID-19 pandemic.

    Join us for an informative webinar on the challenges, necessities and options businesses will need to address as they survive and flourish in a post-COVID-19 business world.

    We will address key lessons learned from this pandemic crisis, common challenges and why organizations are struggling with remote work, unpredictable volumes, worker isolation and overall business flow. He’ll look at several technology solutions, including intelligent screening, capture and RPA tools that can accelerate processes and protect companies in our current and future climates. Examples will include use cases from healthcare, government and mortgage companies from HR onboarding to mobile screening solutions.

    You will learn how to:
    -Adapt to high volume intake and document surges
    -Deploy innovative technology for remote workers to be fully productive
    -Leverage key point solutions, like rapid screening technology, to free up employees for higher-value tasks
  • IDC and Ricoh Discuss Patient Information Management Services (PIMs) Recorded: May 26 2021 59 mins
    Industry experts at IDC, Ricoh and Ephesoft
    Healthcare organizations cannot afford the inefficiencies and costs of manual document processes for claims processing of patient information. Faxing, scanning postal mail, and printing often lead to expensive errors. Payments get delayed. Patient records are slow to be updated, further slowing payments, and increasing the risk of not meeting audit timelines. And today, remote and hybrid workforces strain already limited resources and thin revenue margins. Survival depends on protecting your already thin margins – or improving them.

    In this webinar, thought leaders from IDC and Ricoh share how you can do just that. You’ll gain insight into:
    - How manual processing impacts customer satisfaction, and your bottom-line.
    - Why automation has become a necessity for patient claims processing.
    - What you can do to enable remote workers to stay efficient and productive.
    - The best practices that you can implement immediately to improve customer response and employee satisfaction as you protect margins.
    - How an automated patient information management solution is revolutionizing claims processing.
  • AI in Accounting: Are You Average or Best-in-Class? Recorded: May 19 2021 19 mins
    Stephen Boals, SVP Strategy and Evangelism at Ephesoft
    Are you average or best-in-class? Most accounts payable (AP) departments are still struggling with invoice processing and over 50% of them say they are challenged with processing invoices efficiently. With the average cost of processing an invoice at just over $10, there has to be a better way.

    Join us for a thought-provoking webinar that will have you questioning and strategizing how to improve your current accounts payable processes. Armed with benchmark data and customer feedback, Stephen Boals, SVP Strategy & Evangelism at Ephesoft explores how companies of any size can either settle for being average or easily transform their approach with automation to become a “best-in-class” AP department by leveraging cutting-edge cloud computing and artificial intelligence.

    In this webinar, you will learn:
    -The 4 key metrics that AP departments can measure and use as a benchmark for improvement
    - Benchmarking statistics that compare “average” vs. “best-in-class” departments
    - Next steps for accounting teams to future-proof their processes
  • Automated Document Processing Workflow With Ephesoft and Workato Recorded: May 5 2021 60 mins
    Automation Experts from Workato and Ephesoft
    Reliable and timely of invoice processing routing and approval is highly critical for any business.

    Manual processing of documents results is painful, unproductive, and riddled with errors. It causes bottlenecks that lead to delays in invoice payments, order fulfillment, and loss of customer confidence in your business.

    Watch this Product Hour to learn how you can combine the powers of Ephesoft’s intelligent document processing (IDP) solutions and automations with Workato to set up an end-to-end AP automation workflow, effortlessly extract data from passports, government IDs, visas, W-2s, IR8As, and other documents to downstream systems.
  • CEO Panel: The State of Digital Transformation and Automation in 2021 Recorded: Apr 28 2021 60 mins
    CEOs from ASG, Ephesoft, Zia Consulting
    Greg Wilson, Sr. Director, Content Strategies of ASG moderates the panel of CEOs including Ike Kavas, Ephesoft, Babu Sivadasan, JIFFY.ai, and Mike Mahon, Zia Consulting, who discuss the challenges of automating complex business processes, modernization and automation's role in digital transformation in 2021.

    Watch to learn more about:
    - The expansive need and opportunities around modernization
    - What’s helping and holding back enterprises around content services, intelligent document processing, workflow, RPA, HyperApps and more
    - Trends around AI, machine learning, NLP, low-/no-code and cloud
    - Tips and strategies for executives to accelerate processes and productivity
  • Automation Hacks for Financial Services: Building a Digital Mailroom Recorded: Apr 22 2021 28 mins
    Ephesoft and Workato Automation Experts
    Sorting and routing mail for multiple departments globally has become almost impossible from the pandemic work from home mandate without automation technology. However, the digital mailroom has evolved with the help of no-code/low-code tools used by business operations, IT and citizen developers. Starting with the digitization of data, critical information now flows freely with the rise of enterprise automation and AI.

    By digitally transforming these critical processes, your mailroom team and every employee can now capture, classify, extract and route mailroom documents and data faster, driving productivity.

    Join this webinar as automation experts explore:
    -The secret to decreasing IT TCO by over 85% by automating mailroom operations
    -The ripple effect of faster processing throughout multiple departments
    -A demo of automatic inbound document processing and routing using AI and no code technology
  • Is your onramp an offramp? Get ready for customer onboarding in the age of AI Recorded: Apr 20 2021 55 mins
    Experts from Ephesoft, Grant Thornton, HSBC and American Banker
    In a recent survey, over 90% of customers think that companies “could do better” when it comes to onboarding new customers. Clients – both consumers and commercial accounts – are the bread and butter for the banking, financial services and insurance (BFSI) industry. Is your onramp an offramp for your customers?

    As we enter 2021, COVID-19 and uncertainty have set the stage for economic disruption and a new age of digital service for BFSI companies. Slow service, bottlenecks in customer applications and inefficiencies can lead to lost customers during the initial onboarding and processing phase. BFSI organizations must improve their client experience, increase customer lifecycle terms and maintain compliance with KYC and AML regulations.

    Watch this dynamic panel discussion on how AI tools can revolutionize customer onboarding and improve the client experience. Financial services enterprises can no longer afford to offramp customers with mediocre service, slow response times or antiquated processes.

    Learn more about:
    - How leading global finserv companies, like HSBC, are transforming the client experience using innovative AI technology and digital transformation
    - Technology trends and focus areas for driving productivity, compliance and internal gains
    - How unlocking data can lead to key customer insights and help guide a data-driven strategy that benefits your organization and most importantly, your customers
    - Why AI solutions can help develop lasting relationships, customer value and efficiency for financial services
  • AWS @ Scale: Building Your Application Foundation with Infrastructure as Code Recorded: Mar 17 2021 37 mins
    Experts at Ephesoft
    Join members of the development team behind Ephesoft’s new AWS native Intelligent Document Processing (IDP) platform for an AWS workshop: AWS @ Scale. The primary topic will be how to leverage Infrastructure as Code (IAC) to simplify account management and resources as you grow your AWS footprint. Topics include:

    - Single vs. Multiple Accounts
    - Isolation and Tracking
    - SSO and AWS SSO
    - Building your own Provisioning System
    - Leveraging the CLI
    - Cost Savings and ROI
Drive Productivity with Leading Intelligent Document Processing
Welcome to our channel! Ephesoft provides intelligent document processing solutions with industry-leading technology to help enterprises maximize their productivity. Using AI and patented machine learning technology, Ephesoft’s platform captures data from documents, enriches it with context and amplifies the power of that data, adding intelligence to accelerate any business process and drive successful digital transformation. Thousands of customers worldwide use Ephesoft to save costs, improve accuracy and fuel their journey towards the autonomous enterprise. Ephesoft is headquartered in Irvine, Calif., with regional offices throughout the US, EMEA and Asia Pacific. To learn more, visit ephesoft.com. To start a free trial, visit http://ephesoft.com/get-trial.

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