Finance & Banking

Give clients a superior customer experience by reducing paperwork and manual processing. Heavy manual document processes are common in banking and wealth management. Quogent uses intelligent automation capabilities to eliminate many of the manual tasks in your process – optimizing human involvement for key reviews and decisions.

Account Services

Automate account services requests through digital forms. Manage processing of services through account establishment and changes including audit reporting.

Escrow Services

Manage escrow services related to ownership transfer deals across the full process lifecycle. Handle the wide variety of processing and payment situations related to all escrow account tracking and handling.

Client On-boarding and Management

Automate client account set-up, communications and forms. Ensure compliance with IRS forms, bank statements and processing of initial document packages.