Success Story: IMM
Trusted financial applications get new power with the integration of the Adobe PDF Library.
Integrated Media Management (IMM) creates systems that increase productivity, improve member services and reduce operating costs for the financial services industry. Their software eliminates the need to file, store and manually retrieve documents or physically scan and index completed documents and incorporates electronic signature capture. IMM works with host processors to achieve seamless integration. Over 500 financial companies are currently using one or more IMM software products.
IMM has created a fully automated ‘browser-based’ document presentment solution for the financial services industry. TotaleAtlas allows users to create document sets on the fly with information filled in from a host database. The resulting document returns as an encrypted PDF, which includes a previously-stored digital signature, that is then approved by the user. The archive-able PDF can then be printed to any printer on the user’s network, faxed through a fax server, or e-mailed
The second solution from IMM to utilize the Adobe PDF Library is TotaleReceipts. This solution automates the output of transaction receipts. After a transaction is posted, receipts can be printed on blank thermal or laser paper. Electronic signatures are applied, submitted and stored in a non-editable indexed PDF.
What the Adobe PDF Library did for TotaleAtlas and TotaleReceipts
By integrating the Adobe PDF Library into these applications, IMM updated turn-key solutions, adding the ability for full automation, beginning with the request and creation of an encrypted PDF and completing it with the delivery and storage of that PDF. These solutions draw security power from the Library’s encryption capabilities, and allow flattening of the files for a streamlined workflow. With the integration of digital signatures through the Library, the solution is now complete.
How did the integration affect the sales-ability of the products? By utilizing the industry standard of a secure PDF, users of the solution found a reduction in paper and waste which has been cost and space effective. Financial institutions no longer need to store preprinted receipts, or deal with the costs associated with their printing, managing, and storing. This process also eliminates physically scanning documents, indexing documents and manually retrieving them, ensuring a fast and cost-efficient Adobe PDF workflow.
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