Financial Services
Manage Financial Documents In A Secure System

Digital Transformation for Financial Services

Whether you’re a bank, credit union, or boutique firm, Feith provides significant opportunities for efficiency and compliance improvements across your back office operations.  Financial organizations are inundated with data from departmental repositories and transactional data siloes.  Feith allows you to centralize that data in one place, making it easier to find, control, secure, deliver, and dispose of information.

Intelligently Route Information

Centralize Documentation

Improve Customer Service

Reduce Manual Data-Entry

Auditing and
Reporting

Automate Records Retention

Improve Information Quality

Physical Records
Management

Loan and mortgage processing

Workflow IQ gives you an approval process tailored to fit your organization. Workflow IQ automatically sends email messages to clients seeking loans as their application moves through the workflow, thereby greatly reducing the number of incoming telephone calls asking for loan status.

  • Delays are minimized. Nothing gets lost.
  • Scan bar-coded leasing documents into the Feith Document Database.
  • Provide employees with information they need to get a complete view of the customer.
  • Documents are automatically full-text indexed for easy retrieval.

Manage documents and transactional data​

  • Checks
  • Statements
  • Electronic Forms
  • Signature Cards
  • Loan Documents
  • Loan processing and approval
  • Mortgage processing
  • Exception item processing
  • Trust disbursement
  • Signature cards

Low-code Process Improvement

Unmatched ease of management, automation, and reporting of your critical business processes. With Feith you can build workflows, route objects, redistribute user tasks, and more. Create vibrant applications without any programming knowledge, without involving busy IT Departments or expensive contractors.

Feith streamlines your Enterprise, translating into company-wide productivity and savings.

Read the Case Study

Hear how clients in your industry are using the Feith platform to tackle their most challenging records-based processes. 

Customer Success Story

CNHi Capital (Case New Holland)

Industry: Financial Services
Application: Credit Application Processing
Location: Burr Ridge, Illinois and New Holland, Pennsylvania

The Problem

CNH Capital, the financial services company of CNH Global NV recently purchased by FIAT, works with some high-profile customers. In the interest of customer privacy, CNH Capital needed a way to screen confidential data from incoming applications while restricting access to that information.Additionally, because CNH’s credit, lending, and leasing structures are complex, its credit approval application process creates a high volume of documents with sensitive and important data. The company needed an efficient method to separate Maserati leases from commercial leases in their existing customer file cabinets in Feith Document Database.

The Solution

Feith redesigned CNH’s document indexing process – a solution which fully integrates with the company’s existing Feith and IBM systems. This solution results in full automation of CNH’s lease application process. Feith also designed an enhanced lease application processing and approval workflow. Dealers fax in applications, the documents go into FDD, then FDD uses a redaction cartridge to automatically apply redactions based on document type. CNH configures the redactions on specific documents in specific document zones.