Banks and Brokerages

SOURCECORP provides a wealth of industry–based solutions for financial services institutions, the clients they serve and their business partners. Our services enable customers to expedite mission–critical documents and processes throughout the financial document lifecycle.

SOURCECORP serves the business needs of banks, thrifts, credit unions, investment bankers, credit card issuers, and leasing companies. We help our customers reduce expenses, increase revenue, optimize productivity, and manage critical communications–from invoices to statements and customer service to collections activities–all in support of sharing critical electronic–format information.

Credit Card Application Processing

Incoming credit card applications are sorted and digitized, and pertinent data is captured through customized platforms, including key–from–image or OCR/OMR technology, as applicable. Data is forwarded via sFTP or other methods to our clients for follow–up. We also access our clients’ internal systems via secure VPN for direct data entry into appropriate applications.

Check / Remittance Processing

Incoming checks and money orders are logged, scanned, and processed in accordance with client requirements. We can make same-day deposits to any bank in the U.S., both manually and electronically (Check21).

Case Studies

  • Arizona Credit Union significantly increases additional product sign–ups through selective insert target marketing. More
 

Lines Of Business Offering This Service:

SOURCECORP, Inc. helps customers transform their business process and accelerate their business performance.