Mobile Capture

BancTec’s eFIRST mobile capture solution provides a real-time, fully automated digital solution for financial service organizations to capture credit card and loan applications remotely. The BancTec outsourced solution avoids one-off capital outlays associated with promotional campaigns.

Handheld PDA devices are used by field sales representatives to electronically capture credit card or loan applications. The PDA uses an electronic template to record all applicants’ details which are immediately encrypted and securely downloaded to BancTec using a wireless connection. Each application is processed in real-time using a number of data checks including address validation and credit scoring techniques. This allows the system to notify the field sales representative of any issues relating to the client’s application while it is still being completed.

Capturing application data electronically at the source eliminates any manual keying requirements and customer data is captured more accurately and more completely. Real-time validation enables straight thorough processing, and the costs associated with processing and managing paper-based applications are eliminated.

BancTec’s PDA solution can also be adapted to enable remote data collection for many other applications such as marketing surveys, housing reports, stock market transactions and tracking inventory levels.

To see how our solutions have helped other companies, please view our Case Studies.