Finance & Insurance
TAAP provides mobile workforce solutions that aid data capture and field force automation, and are designed to improve business processes. Finance and Insurance is not traditionally an area which has used mobile applications as much as other industry sectors/job functions. As finance is generally an area where information is subject to stringent data security controls, it has generally been accepted that financial information should remain highly secure, inaccessible to anyone unauthorised, and not as accessible by mobile devices as much as other information.
However, with more innovations in technology and software, such as cloud computing/Software as a Service (SaaS), and applications now available on PDAs/smartphones, this is changing.
TAAP takes security and data protection very seriously and uses 128-bit encryption for all our mobile and web application software. For those dealing with financial information on a day to day basis (whether in a financial services company or working within the finance function of a business/ organisation) , TAAP solutions can be used for:
- Management information (performance metrics, asset reporting, audits, compliance)
- Mortgage application forms and approval processing
- Mortgage valuation approvals processing
- Credit application forms and approval processing
- Insurance application forms and approval processing
- Insurance inspections/reports
- Photographic evidence and direct annotation
- Benefits application and approval processing
- Educational grants applications and approval processing
- Automatic timesheet calculation triggered by signing in/out of jobs
- Signature capture
The benefits
TAAP applications have many associated benefits, which include:
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Elimination of paper processes, saving time and costs
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Reduced travel and fuel costs - no need for mobile workers to return to the office to deliver or collect information
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Improved workflow - no bulk-processing of paperwork as all information is instantly submitted when it has been dealt with
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Instantly send and receive information - time savings on waiting for reports, job schedules, photographic evidence, customer details etc.
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Reduced administration - re-typing of information is eliminated, as is deciphering of illegible handwriting
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No missing data - the application can include validation controls so that all required information must be completed
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Vastly improved customer services - examples include: sign-off of work done, exact inspections & reports assisted by diagrams and photographic evidence, and efficient job scheduling so mobile workers arrive when they are scheduled to
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Increased quality perception of brand – your processes will be extremely efficiently managed which in turn will show customers how professional your organisation is
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Save time through pre-populated forms, which also include intelligent deductions from choices made
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Minimal resistance from existing employees, as adoption of the technology is simple and requires little training
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Improved employee morale through provision of systems which enable them to perform to their best abilities
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Improved management reporting as data is updated in real-time so can therefore be reported upon directly (such as performance metrics, assets, audits, compliance etc.)
So, if you are in the financial services industry or working within the finance or insurance function of a business/organisation, contact us to find out how our mobile applications can help you to extend the reach of your office systems.
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