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Providing a benefits package for your employees can be expensive and often comes with compliance requirements.Our firm provides both employee benefits brokerage services plus regulatory compliance and personal customer service.BSI sought to significantly reduce the paper trail and workload required to onboard new clients – while simultaneously speed up the overall process and reduce errors to provide customers with a better onboarding experience.Integration with key systems such as the core banking system (Avaloq), Worldcheck, the existing CRM, AML, HR, and Document Management systems was also necessary for BSI to achieve high automation and a fluid process.This data is used in compliance testing, time series analyses and exception reporting, as well as to manage the firm’s data integrity program.“BSI ASSET360 represents a smarter way to service loans,” says Gagan Sharma, president and CEO of BSI Financial, in the release.“I can look at every loan every day, and ASSET360 tells me where the exceptions are and allows me to catch exceptions much faster.”“Having a common frame of reference takes the mystery out of servicing performance,” adds Jared Walsh, senior vice president of analytics and conversions at BSI Financial.Mortgage servicer BSI Financial Services reports that it is now using an advanced analytics engine to monitor its approximately billion servicing portfolio.
Appway helped BSI achieve these goals and solve additional business requirements for each of their units in 6 markets.Our Human Resources department provides a service called "HR Complete." It provides policies and procedures that will either support your current Human Resources department or we can literally become your Human Resources department.The HR Management feature can be added to any of our benefit administration options.We can also help with all of your Human Resource (HR) needs, performing all the HR functions usually associated with a traditional in-house HR department.This keeps costs down and helps you focus on what you are best at - building your business.
This includes contract handling & signing, due diligence (KYC and AML-Rating), approvals, verification & activation.