Automate your operational processes

We help organisations automate their operational processes to save time and improve accuracy and quality.  Start with key steps in the process and gradually automate more.

Our solution integrates with the main case management systems and can easily be setup to add value with minimal investment.  Need to integrate to a 3rd party API?  We have out of the box integration to the popular systems such as Dun and Bradstreet, Experian, Equifax, ABM etc. We not only can gather data from 3rd parties, but based on results can augment it with secondary sources if required.

Example automations include:

  • Electronic Signature integration
    • Adobe, Docusign, PandaDoc
  • Credit Check, AML/KYC
    • Experian
    • Lexis Nexus
    • Equifax
    • Sentinel
    • Accuity
    • Refinitiv
  • Sales/Case Management
    • Salesforce
    • Microsoft Dynamics
    • Zoho CRM
    • Sugar CRM
    • HubSpot
  • Email and SMS Integration
    • Automatic attachment processing
    • Message Parsing and automated response
    • Automated chasing and reminders

Oracle License Services

Let SureDatum manage your AML and KYC compliance.

Replace manual task with automated tasks

Keep track of open processes with our powerful case and workflow management solution.

Already invested in SalesForce? We can can make working with Salesforce even better

Our Artificial Intelligence Decision Engine provides support for complex decisions ensuring decisions align with policies

Do you receive thousands of documents a month? Are you manually entering or comparing details on documents? Our Document identification and scanning solutions capture important data elements and pass these to you workflows.

Subscribe now for advice on how best to manage your Oracle Licenses, Audit and Contracts