Major capabilities include routine processing and transfer of external files to run work processes automatically, automation of complex workflows to simplify daily business tasks, and data discovery to identify new field values for mapping.
Routine processing and transfer of external files to run your work processes automatically.
Ensures client data is encrypted both in transit and at rest.
Supports service account mode for continuous monitoring of data workflows.
Transparent interface to enable business users workflow configuration.
The workflow automation technology found in DR-A is designed to manage routine processes and complex job streams. DR-A secures PII through granular encryption of sensitive data and restricts access from unauthorized users.
Configure triggers for email alerts to notify users of:
We closely work with the client’s IT department for software installation. We create and provide the initial setups based on the client’s specifications. This saves the client FTO hours so they can focus on training.
We offer 2+ days onsite training and often follow-up with online sessions to reinforce training material. Our web-based support ticketing system allows clients to easily submit requests and monitor its progress. Our support team members work from several locations, which means we offer longer working hours.
We pride ourselves on hiring talented and experienced employees. We are staffed with industry experts who have worked in many facets of the financial sector for decades, making it easy for us to relate to the needs of our clients.