CogniVision^® OneView^™

Bring all your important client documents into one, easy-to-use interface to quickly answer client questions, support operations, or respond to regulatory inquires.

Search & Navigate

• Keyword search and highlight – within documents and pages
• Progressive thumbnail navigation
• Cognitive visual recognition
• Patented 3-panel viewer

Index & Archive

• Eliminate paper
• Scan digitally upfront
• Import emails
• Minimize indexing – file, section & doc name

Organize & Manage

• Work-in-process files and tasks
• Trailing documents
• Collaborate with teams
• Communicate – interoffice mail
• Initiate ad-hoc workflow

Integrate

• Core banking systems
• ECMs
• Shared drives
• CRM
• eSignature

Regulatory demands are skyrocketing

For private banking, wealth and other high-end business lines, examinations can be ongoing. It is no longer effective to perform extensive “clean up” to prepare for audits. Complete account files must be available continuously…and accessible remotely.

Regulatory demands are skyrocketing

For private banking, wealth and other high-end business lines, examinations can be ongoing. It is no longer effective to perform extensive “clean up” to prepare for audits. Complete account files must be available continuously…and accessible remotely.

Integrations

CogniVision OneView gives you one place to view all your clients documents, even if they are spread across multiple systems and multiple physical locations.

Whether they are in an Enterprise Content Management (ECM) repository, managed by a core banking system, or sitting on shared drives, CogniVision can pull them together virtually.

Through an easy to implement web service, CogniVision integrates these silos into a single user experience. Search, navigation and viewing all work in a seamless environment centered on your account files. We are adding new systems all the time so let us know what your integration needs are.

CogniVision® OneView™

Bring all your important client documents into one, easy-to-use interface to quickly answer client questions, support operations, or respond to regulatory inquires.

Search & Navigate

• Keyword search and highlight – within documents and pages • Progressive thumbnail navigation • Cognitive visual recognition • Patented 3-panel viewer

Index & Archive

• Eliminate paper • Scan digitally upfront • Import emails • Minimize indexing – file, section & doc name

Organize & Manage

• Work-in-process files and tasks • Trailing documents • Collaborate with teams • Communicate – interoffice mail • Initiate ad-hoc workflow

Integrate

• Core banking systems • ECMs • Shared drives • CRM • eSignature

Regulatory demands are skyrocketing

For private banking, wealth and other high-end business lines, examinations can be ongoing. It is no longer effective to perform extensive “clean up” to prepare for audits. Complete account files must be available continuously…and accessible remotely.

Regulatory demands are skyrocketing

For private banking, wealth and other high-end business lines, examinations can be ongoing. It is no longer effective to perform extensive “clean up” to prepare for audits. Complete account files must be available continuously…and accessible remotely.

Integrations

Email: [email protected] © Copyright CogniVision

CogniVision^® OneView^™

• Keyword search and highlight – within documents and pages
• Progressive thumbnail navigation
• Cognitive visual recognition
• Patented 3-panel viewer

• Eliminate paper
• Scan digitally upfront
• Import emails
• Minimize indexing – file, section & doc name

• Work-in-process files and tasks
• Trailing documents
• Collaborate with teams
• Communicate – interoffice mail
• Initiate ad-hoc workflow

• Core banking systems
• ECMs
• Shared drives
• CRM
• eSignature

Email: [email protected]
© Copyright CogniVision