Streamlining and Automating Financial Services Workflows with Dispatcher Phoenix

1. Streamlining and Automating Financial Services Workflows with Dispatcher Phoenix

2. Your Workflow Solution Should Be: • Powerful enough to handle any financial services workflow. • Easy-to-use and intuitively designed. • Full-featured to address simple to complex financial services document processing challenges. • Expandable as your firm needs grow.

3. Key Advantages of Automating Finance Workflows • Reducing the manual effort needed to complete mundane tasks. • Cutting down on manual errors. • Shrinking the processing time for individual steps, like barcode processing. • Converting scanned images to easily accessible documents • Quickly and accurately concealing and securing sensitive information.

4. The Dispatcher Phoenix Family An automation solution that optimizes business processes, reduces costs, and increases productivity for any organization by: • Automatically collecting files from various locations. • Simplifying scanning/indexing operations at the MFP. • Processing files automatically. • Connecting to cloud applications and popular document management systems: • Google Drive • One Drive • One Drive for Business • Microsoft SharePoint • SharePoint Online • Dropbox • Box.com • Worldox • FilesAnywhere • WebDAV • FileAssist • OnBase • Much More

5. An Award Winning Solution • Konica Minolta received the 2017-1028 BLI PaceSetter Award for the Financial Services Market in part because of Dispatcher Phoenix. • BLI noted Konica Minolta’s Dispatcher Phoenix for enabling financial services organizations to satisfy their office output needs while increasing their business efficiencies.

6. Key Features To Help Streamline Workflow Built in features of Dispatcher Phoenix Legalmake it easyto build custom workflows that address any document workflow challenge: • Graphical Workflow DesignerTool • Workflow Scheduler • Full MFPIntegration • Authenticationoptions including single sign-on • IndexForm Builder Tool • LiveFloTechnology • WebUser Interface & MobileApp

7. Advanced Financial Services Document Processing Features • Advanced Zonal OCR • PDF & Microsoft Office File Conversion • Barcode Processing & Writing • Intelligent Redaction • Highlight & Strikeout • Merge, Split & Rename Capabilities • Image Enhancement • Annotate & Watermark • Single sign-on to SharePoint

8. A Tailored Solution With Dispatcher Phoenix’s enhanced scalability, you can create unique, modular, cost-effective solutions tailored to client needs. Optional add-in modules include: • Forms Processing • Cloud Connector Bundle • Bates Stamping • Batch Indexing • Page Count & Color Routing • Copy Defender • Release2Me • Workshare Connector • Worldox Connector • Bubble Grader • Much More

9. Optimize Workflows with Dispatcher Phoenix Finance

10. Improve Efficiencies with Intuitive Indexing • Quickly & easily scan and index legal case files using a familiar, Windows-like folder structure • Branch Personnel can browse their PC’s folder libraryand select the correct folder to store documents at the MFP Panel. • Search existing folders and create new folders with ease.

11. Speed Up Discovery withPDF Conversion • Automatically convert scanned image files to a variety of PDF formats • Search, retrieve, view, and print documents as needed while keeping originals intact. • Supported PDF formats include PDF Searchable for keyword searching and PDF/A for archiving

12. Process Jobs with Automated Ease • Enhanced document routing capabilities via Barcode Processing. • Index, Split & Route documents using standard or 2D barcodes. • Create barcodes for cover pages and labels to save time and money with Barcode Generator.

13. Improve Productivity with Enhanced Processing Activities • Quickly and easily extract metadata from documents with zonal OCR. • Enhance security of printed documents with customizable watermarking. • Track document by creating a custom date/time annotation to be applied to the documents at scan time.

14. Save Time with Automatic Highlight & Redaction • Set up a simple search operation to quickly redact, highlight or strikeout sensitive information in credit applications, loan document and account statements • Customize, create or remove document search terms at the MFP Panel • Redaction permanently removes information from financial documents including statements or credit reports.

15. Increase Efficiencies with Automatic Annotation • Instead of personnel or temporary staff manually annotating each page of a customer file, DP automated workflows can: • Apply annotations anywhere on the page • Create custom annotations with a variety of naming components including: • Text • Metadata • Counters • Date & Time • File Details (Name, Size, Page Number) • And more!

16. Drive Collaboration with Scan to SharePoint • Capture scanned documents at the MFP and automatically route them to Microsoft SharePoint via a single sign-on. • Create index forms using easy-to-use Index Form Builder to allow for custom indexing screens to display at the MFP.

17. Workflows

18. Route Financial Documents With Dispatcher Phoenix Finance's advanced OCR features, financial documents are automatically routed based on file content. In this workflow, all credit applications are automatically routed to a specific Output Folder and the rest of the incoming documents are sent to another folder.

19. Scan Financial Records A financial firm is looking for the best way to handle all of their paperwork. They would like to be able to easily scan and route their financial documents to specific folders. With this workflow, an index form is associated with the MFP used for scanning. The form allows users to approach an MFP at the financial institution and choose the folder the document should be scanned to. Users are able to quickly scan their paper-based documents and choose a scan destination folder, right from the MFP.

20. Split Credit Application A bank needs to organize the invoices, applications, credit statements, and other paperwork that comes into their office on a daily basis. Their current manual process of filing paper in overstuffed file cabinets is creating real headaches and has resulted in too many misfiled or lost documents. They would like to use barcodes to organize their documents but don't know where to begin. Using Dispatcher Phoenix Finance’s barcode processing feature, documents can be split and renamed by barcode. Dispatcher Phoenix Finance can automatically identify where the barcodes are and split the files by the barcode. In addition, each split document is renamed with the detected barcode value.

21. Annotate & Rename Files A financial firm must annotate all incoming documents with the customer ID and rename each file with the corresponding date. Here, documents are automatically being collected from an input file on a users desktop, annotated before being renamed and distributed to the loan office for further processing. With Dispatcher Phoenix, annotated files can be organized, accessed and easily shared by a variety of associates within an organizations.

22. Advanced OCR Organizing and processing documents that come into the Records department of a major financial institution is a daily challenge. Important documents can be misfiled or lost altogether. With Dispatcher Phoenix, pertinent information from documents, such as invoice number, can be captured on scanned files. Once captured, this data is used to route documents to the appropriate location, either a folder on the network or an MFP for printing.

23. Resources

24. Customer Success Profiles Transportation:Peterbilt OnBase Connector Legal:Casner & Edwards Dispatcher Phoenix Legal Healthcare: Warren Gen. Hospital Rx Shield Global:HAMMERmed, Poland Barcode Processing/File Conversion

25. White Papers Security • Dispatcher Phoenix ensures document confidentiality, allows for system authentication andprovides clear audit trails in every document-intensive industry. • This White Paper describes how the application can be used to help organizations comply with security requirements. Enterprise • Discover how Dispatcher Phoenix’s scalable platform will enable your organization to optimize performance for your environment. • Find guidance and best practices for mission critical deployments including automated enterprise features such as failover, load balancing, replication and workflow offloading.

26. A Family of Solutions Dispatcher Phoenix Foundations Dispatcher Phoenix Healthcare Dispatcher Phoenix ECM Dispatcher Phoenix Professional Dispatcher Phoenix Education Dispatcher Phoenix ECM Basic Dispatcher Phoenix Legal Dispatcher Phoenix Finance AccurioPro Connect Dispatcher Phoenix Government Dispatcher Phoenix Office

27. Additional Marketing Collateral Sales Resources for all Editions Dispatcher Phoenix FinanceBrochure Sell Sheets for ConnectorsBattlecards YouTube Videos

28. Other Resources Sample Workflows • Fully-configured sample workflows include: • Route Financial Documents with OCR • Route to Microsoft SharePoint • Redact and Highlight • Scan Financial Records • Secure Files • Split Credit Application • And more! Online Help • Comprehensive online documentation & solution walk-through • Intuitive, autocomplete search capabilities

29. Available For You • LICENSES NFR(Not For Resale) licensesfor Konica Minolta personnel involved in selling or supporting Dispatcher Phoenix + 30 Day Demo licensesfor customer site installations • www.sec.kmbs.us/nfr • www.sec.kmbs.us/demo • TRAININGWeb-Based and Instructor-Led Training classes

30. Helping You & Your Customers • SEC PRESALES SUPPORT • Review of customer requirements • Participate in Discovery Calls • Create Proof of Concepts for customer Demos • Conduct Demos of Dispatcher Phoenix Features and Functions • SEC POST-SALES SUPPORT • Professional Services • Remote Installation Services • Requires Business Needs Analysis

31. Thank You