Zeptoo Data Capture™

Would you like to get the information from your clients faster?

What would be the impact if your agents could process applications more accurately and quickly?

To compete effectively in the financial services marketplace, the need for current information is critical. Traditional field data collection involves paper and pencils, then data entry at a fixed location. It’s slow, inefficient and prone to data errors. With Zeptoo Data Capture, you can collect field data and respond to it on mobile or wireless devices, and eliminate the age-old efficiencies of hand-written data entry.

Zeptoo Data Capture answers the need for rapid data collection. Zeptoo Data Capture enables your mobile workforce to efficiently capture real-time information.

Data Synchronization. Based on the Zeptoo Multichannel platform, data is transmitted from devices to the backend systems using messaging services, allowing for instant synchronization from the field data across the databases of all the organization’s service delivery channels.

Dynamic Form Client. A principal component of Zeptoo Data Capture, the Dynamic Form Client permits generation of custom data entry forms which can be remotely downloaded and configured for the mobile or wireless device used by your field agents. The configuration can be based on the device as well as the profile of the field agent.

Customizable Forms. Each data entry form is customizable based on its look and feel, data entry fields, data restrictions, and data processing to address the organization’s business processes

Business Intelligence and workflow engine. The built-in workflow engine permits the determination of each data field captured, according to the organization’s business rules. These business rules in turn provide the basis for development of a business intelligence capacity; as the platform’s storage of business rules increases over time, these rules help the organization to improve the utlization of the stored data to its competitive advantage.

For The Institution

Deploy rapidly. Create electronic forms dynamically without programming.

Acquire continuously. Accelerate your ability for ongoing acquisition of important market and field data that you need, when you need it.

Respond Effectively – Manage resources based on real‐time information, and adjust quickly with the ability to modify and redeploy forms easily.

Decide Instantly. Based on results from client data captured in the field, your field agents can get immediate feedback from your back office–including client acceptance, credit scores, and loan approval–and  be authorized to take action.

Device Agnostic.  Deploy your data capture program—whether a loan application, credit scoring questionnaire, or demographic survey, on any industry standard mobile device.

Increase Productivity.  Capture your customer’s loan data—including fingerprints, signatures, and photos– quickly and easily using smart phones and mobile laptops.

Visualize immediately.  Synchronize reports for real-time analysis and response.

Understand More.  Analyze data with robust reporting and search capability.

Save Money.  Realize significant cost savings by eliminating paper, redundant data entry and reducing errors.

Reduce cycle time.  Configure and deploy electronic data capture forms, and train your mobile staff, rapidly so they can be productive more quickly. Control.     Enable greater mobile team coordination and operational forecasting capabilities.

Share your data across channels. Populate your acquired data instantly across all your service delivery channels.

Survey your clients. Create and modify surveys easily without programming experience, to a wide range of smart phones and mobile laptops.

For The Client

“Mobile Branches”.  Whether at home or work, your bank agent can go to where your client is, and conduct the majority of the transactions that can be done in the branch, allowing your customer to avoid the lost time and inconvenience of traveling to a branch.

Instant Feedback. Give your client the pleasure of receiving instant approval of a loan application, account registration, insurance contract, investments, and similar transactions.

Consistency. Automated data entry gives clients the confidence that their information is accurate and secure.