Worldwide, BancTec’s integrated case management and information retrieval services handle the needs of enterprises to manage their customers’ case files effectively. Our web-based case management solutions give you control over all stages of the transaction — from initial customer contact to final resolution. Which means that any department with external activity can benefit, as you record each step of the process and provide all the relevant documentation online, or via print, email or fax, throughout the life-cycle of the case.

All images are stored on a secure hosted archive and each service request or client activity is tracked though a detailed approval process which can be managed within your call centre or CRM system. Alerts can also be automatically raised and sent to various staff members when scheduled activities are approaching their deadlines. Best of all, this highly customised approach allows you to tailor case information to your needs, so you can configure menu options, work trays, available functions, electronic forms, workflow — even the look and feel.

Taking advantage of BancTec’s case management services ensures incredible economies of scale and immediate access to information by multiple parties. Plus, our user-friendly, logical and intuitive hosted service even saves on training and support time. Staff can easily gain access to this web-based service, and it can be tailored to meet any individual business need.