MODULE:

Workflow & Forms Automation

Streamline your operations with a complete, paperless solution that affords transparency into every workflow, action, and status.

How much time do you spend performing the same tasks over and over again? Filling out repetitive forms, managing email request submittals and waiting on approvals take up valuable time and delay getting the job done. Teslar’s powerful workflow engine will streamline your processes and allow for a higher level of efficiency and transparency in every area of your organization. With Teslar you can pull data from your core, automatically route forms based on user answers, and index documents into your imaging software upon approval. From simple late fee waivers to multi-stage risk rate change forms, Teslar will transform your back-end operations.

Key Features:

Unlimited, Multi-staged Routing

Dynamic Questions and Answers

Advanced Logic-Based Routing

Automatic Imaging

Email Approval Capabilities

Configurable workflows for the entire bank--from loans to deposits, HR to IT

“I don’t have to worry about who’s hands it’s in or if something got done, because Teslar’s workflows provide a trackable process and, at the end, generates a file detailing all the actions taken, who signed off on what, and then automatically uploads this information in our doc retention system. That’s awesome, that’s exactly how it should happen.”
Cameron Ohlendorf
SVP Finance, First Community Bank and Trust
Download Operational Workflows One-Pager

Download this one-page document for a quick and simple overview of Teslar’s workflow and forms automation system.

 

Download Document

Strengthen with More Solutions

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