Aurius’ advanced workflow management capability lets you assign, schedule and track work throughout your organization
Aurius allows you to automate business tasks by routing the right information to the right people at the right time
Any transaction or event within the system may be used to generate a workflow item or a chain of workflow items. Workflow items may be directed to employees of the bank for human interaction or to the system so it can perform tasks automatically (including letter generation) when workflow items are due. Aurius streamlines your business activities and reduces risk.
Workflow can be used to automate and govern complicated processes such as account opening procedures. Online applications are supported and governed by integrated workflow routines.
System wizards are designed to make complex processes easier for system users. They streamline process flows and day-to-day business procedures, significantly reducing the time it takes to complete tasks.
The system also includes a letter production module which allows custom data to be merged with Microsoft Word templates and automatically printed. Any letters printed by the system are automatically imaged and stored in the database or in an external data store. Aurius also archives incoming documents and allows them to be associated with the relevant customers and accounts, to provide a full, auditable, contact history.