EDM supports financial institutions to deliver solutions that transform middle office processes, mitigate risk and streamline operations to meet customer needs and expectations.
Who we help
Heads of mortgage, risk and IT work with EDM to deliver customer requirements with processes that are effective, compliant with all regulations and rapid to implement. EDM's unique set of capabilities and decades of experience in reducing complexity and risk for financial services operations, actively supporting our clients at all stages of their digital transformation journey.
Intelligent solutions for financial institutions
EDM has the ability to work with data providers, integrate and provide information that allows us to triage and provide a solution to meet business requirements. What EDM has shown us over the past 5 years is that they are a trusted supplier and can deliver when they say they will.
Why financial organizations invest in EDM’s digital solutions
Risk decisions in real time
Less manual processing
Reduction in customer on-boarding time
Specialists in mortgage decision automation
Mortgage lenders are working with EDM to increase efficiency and cut costs from the mortgage sales process.
EDM’s mortgage hub technology, APIs and open banking capabilities are allowing multiple mortgage lenders to transform their end-to-end mortgage journey and enjoy significant cost savings and customer experience gains.
Our smart API technology automates income and expenditure verification, property risk and conveyancing; replacing manual tasks that take hours with machine tasks that take seconds and enabling a real-time digital customer journey integrated with the lenders’ legacy systems.
The power of understanding your data
Helping financial organizations gain a competitive edge and mitigate risk
We enable lenders to digitally transform their mortgage customer journey by providing smart APIs that automate decision processes for income and expenditure, property risk and conveyancing. Replacing manual tasks that take hours with automation that takes seconds, therefore enabling a real-time digital customer journey integrated with legacy and modern systems.
Digitization and business process transformation
Most firms are striving to simplify customer and employee interaction and deliver good outcomes. Legacy workflows complicate these efforts with a mixture of different journeys which can become labor and paper-intensive, slowing down progress for the customer in addition to exposing them to compliance risks. EDM has the ability to digitize and structure these records for future use and smooth out workflows for more efficient operations.
Digital mailroom and customer communication
Our digital mailroom solution incorporates digitization but manages these input requirements to meet your daily SLAs. Inputs can be staggered to meet workflow constraints and regulatory requirements. Storing the data in EDMonline™ means records are easily accessible as required, in a form that you can use.
Our digital transformation solutions for the financial sector are delivered through our wider portfolio of capabilities
EDM's commitment to digital transformation means our services aren’t limited to just risk mitigation and hosted document management. We are able to provide comprehensive and integrated service through our additional capabilities.