Financial services

Manage Financial Docs

  • Checks
  • Statements
  • Electronic Forms
  • Signature Cards
  • Loan Documents

Control Info Life Cycle

  • Loan processing and approval
  • Mortgage processing
  • Exception item processing
  • Trust disbursement
  • Signature cards

Loan and mortgage processing

Workflow iQ gives you an approval process that fits you and 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.

  • Customer service is greatly improved.

  • Documents are automatically full-text indexed for easy retrieval.

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.

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