{"id":50440,"date":"2026-08-31T13:08:45","date_gmt":"2026-08-31T13:08:45","guid":{"rendered":"https:\/\/parashift.ai\/?page_id=50440"},"modified":"2026-08-31T13:08:57","modified_gmt":"2026-08-31T13:08:57","slug":"mailroom","status":"publish","type":"page","link":"https:\/\/parashift.ai\/en\/banking\/mailroom\/","title":{"rendered":"Bank Mailroom: Forms &#038; Powers of Attorney"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"50440\" class=\"elementor elementor-50440 elementor-50438 elementor-bc-flex-widget\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-pvsr101 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"pvsr101\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;pix_scale_in&quot;:&quot;none&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container 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class=\"crumb\"><a href=\"\/en\/\">Parashift<\/a><span class=\"sep\">\/<\/span><a href=\"\/en\/banking\/\">Banking<\/a><span class=\"sep\">\/<\/span><span class=\"here\">Bank Mailroom: Forms &amp; Powers of Attorney<\/span><\/div>\n    <span class=\"eyebrow\">Banking &middot; Use Case<\/span>\n    <h1>Automating forms and powers of attorney in the bank mailroom.<\/h1>\n    <p class=\"lede\">Powers of attorney, estate and inheritance documents, and account-opening or master-data forms reach banks by mail, scan, or customer portal &ndash; often handwritten and using different templates per branch. Parashift automatically classifies every form, extracts customer number, scope of authority, and validity in structured form, and routes it to the responsible department.<\/p>\n    <div class=\"ctas\">\n      <a class=\"btn\" href=\"\/en\/demo\/\">Book a demo<\/a>\n      <a class=\"btn ghost\" href=\"\/en\/banking\/\">Parashift for banking<\/a>\n    <\/div>\n    <div class=\"microproof\">\n      <span><i class=\"dot\"><\/i> BaFin &amp; FINMA outsourcing-compliant<\/span><span><i class=\"dot\"><\/i> DORA, in force since Jan 17, 2025<\/span><span><i class=\"dot\"><\/i> C5 &middot; SOC 2 &middot; ISO 27001<\/span>\n    <\/div>\n    <\/div>\n    <div class=\"herostage\">\n      <div class=\"hchip back\" style=\"--r:rotate(-4deg);top:14px;left:20px;width:150px;transform:rotate(-4deg);animation-delay:60ms;\">\n        <div class=\"hc-top\" style=\"margin-bottom:8px;\"><span class=\"hc-id\" style=\"font-size:9.5px;\">Posteingang<\/span><\/div>\n        <div class=\"ln w80\"><\/div><div class=\"ln w60\"><\/div>\n      <\/div>\n      <span class=\"htag\" style=\"top:24px;left:200px;animation:hchipIn .7s cubic-bezier(.2,.7,.3,1) backwards;animation-delay:220ms;\">&rarr; Relationship mgmt<\/span><span class=\"htag\" style=\"top:70px;left:250px;animation:hchipIn .7s cubic-bezier(.2,.7,.3,1) backwards;animation-delay:310ms;\">&rarr; Legal dept.<\/span><span class=\"htag\" style=\"top:116px;left:210px;animation:hchipIn .7s cubic-bezier(.2,.7,.3,1) backwards;animation-delay:400ms;\">&rarr; Master data<\/span>\n      <div class=\"hchip\" style=\"--r:rotate(0deg);top:168px;left:78px;z-index:9;animation-delay:340ms;\">\n        <div class=\"hc-top\"><i class=\"hc-dot\"><\/i><span class=\"hc-id\">Power of attorney &middot; Account authority<\/span><\/div>\n        <div class=\"hc-field\"><span>Account holder<\/span><b>Muster, Erika<\/b><\/div><div class=\"hc-field\"><span>Authorized person<\/span><b>Muster, Peter<\/b><\/div><div class=\"hc-field\"><span>Scope<\/span><b>sole signing authority<\/b><\/div>\n        <span class=\"hc-pill good\">Classified<\/span>\n      <\/div>\n    <\/div>\n    <\/div>\n  <\/div>\n<\/div>\n\n<\/div>\n\n<section>\n  <div class=\"wrap\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">The process today<\/span>\n      <h2>Every branch its own form, every power of attorney a special case.<\/h2>\n    <\/div>\n    <p class=\"prozess-lead\">Powers of attorney and customer forms arrive with no shared template: handwritten, in branch-specific variants, and with varying levels of detail. <strong>Before a form can be processed, someone has to read it, match it to the right customer, and route it to relationship management or legal<\/strong> &ndash; a bottleneck that costs real time, especially for powers of attorney with legal weight.<\/p>\n  <\/div>\n<\/section>\n\n<section class=\"alt\">\n  <div class=\"wrap\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Document list<\/span>\n      <h2>What Parashift recognizes in every form and power of attorney.<\/h2>\n      <p>Regardless of branch or template, form-relevant fields are captured in structured form and matched to the right customer.<\/p>\n    <\/div>\n    <div class=\"doclist\">\n      <div class=\"doc\">\n        <h4><span class=\"dicon\"><svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><rect x=\"4\" y=\"3\" width=\"16\" height=\"18\" rx=\"1.5\"\/><path d=\"M8 8h8M8 12h8M8 16h5\"\/><\/svg><\/span>Account power of attorney (sole\/joint)<\/h4>\n        <div class=\"fields\"><span>Account holder<\/span><span>Authorized person<\/span><span>Scope<\/span><span>Validity<\/span><\/div>\n      <\/div><div class=\"doc\">\n        <h4><span class=\"dicon\"><svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><rect x=\"3\" y=\"4\" width=\"18\" height=\"16\" rx=\"2\"\/><path d=\"M3 8h18\"\/><path d=\"M8 4v4\"\/><\/svg><\/span>Estate &amp; inheritance documents<\/h4>\n        <div class=\"fields\"><span>Deceased<\/span><span>Heirs<\/span><span>Certificate no.<\/span><span>Ruling<\/span><\/div>\n      <\/div><div class=\"doc\">\n        <h4><span class=\"dicon\"><svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><rect x=\"3\" y=\"6\" width=\"18\" height=\"13\" rx=\"1.5\"\/><path d=\"M3 10h18\"\/><path d=\"M7 14h4\"\/><\/svg><\/span>Account-opening &amp; master-data form<\/h4>\n        <div class=\"fields\"><span>Customer no.<\/span><span>Product selection<\/span><span>Signature<\/span><\/div>\n      <\/div><div class=\"doc\">\n        <h4><span class=\"dicon\"><svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><circle cx=\"12\" cy=\"12\" r=\"9\"\/><path d=\"M8 12h8M12 8v8\"\/><\/svg><\/span>Address &amp; contact change<\/h4>\n        <div class=\"fields\"><span>Customer no.<\/span><span>New address<\/span><span>Date<\/span><\/div>\n      <\/div><div class=\"doc\">\n        <h4><span class=\"dicon\"><svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><circle cx=\"12\" cy=\"12\" r=\"9\"\/><path d=\"M12 7v6l4 2\"\/><\/svg><\/span>Tax exemption \/ tax form<\/h4>\n        <div class=\"fields\"><span>Customer no.<\/span><span>Exempt amount<\/span><span>Validity year<\/span><\/div>\n      <\/div><div class=\"doc\">\n        <h4><span class=\"dicon\"><svg viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"1.6\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><path d=\"M4 20v-3a4 4 0 0 1 4-4h8a4 4 0 0 1 4 4v3\"\/><circle cx=\"12\" cy=\"7\" r=\"4\"\/><\/svg><\/span>Revocation \/ cancellation of authority<\/h4>\n        <div class=\"fields\"><span>Customer no.<\/span><span>Revocation date<\/span><span>Affected authority<\/span><\/div>\n      <\/div>\n    <\/div>\n    <p style=\"margin-top:22px;font-size:13.5px;color:var(--ink-faint);\">Your form or power-of-attorney type isn't listed? Talk to us &ndash; further variants such as special powers of attorney or custody account changes are recognized just as reliably.<\/p>\n  <\/div>\n<\/section>\n\n<section>\n  <div class=\"wrap\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Process<\/span>\n      <h2>From intake to the responsible department.<\/h2>\n    <\/div>\n    <div class=\"flow\">\n      <div class=\"step\"><div class=\"n\">01 &middot; INTAKE<\/div><h4>Mail, scan, customer portal<\/h4><p>Forms and powers of attorney arrive from every branch and channel.<\/p><\/div><div class=\"arrow\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><path d=\"M5 12h14M13 6l6 6-6 6\"\/><\/svg><\/div><div class=\"step\"><div class=\"n\">02 &middot; CLASSIFICATION<\/div><h4>Form type &amp; customer match<\/h4><p>Every document is automatically matched to its form type and the right customer.<\/p><\/div><div class=\"arrow\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><path d=\"M5 12h14M13 6l6 6-6 6\"\/><\/svg><\/div><div class=\"step\"><div class=\"n\">03 &middot; EXTRACTION<\/div><h4>Scope of authority, validity, signature<\/h4><p>Legally relevant fields are captured in structured form, even for handwritten forms.<\/p><\/div><div class=\"arrow\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\" stroke=\"currentColor\" stroke-width=\"2\"><path d=\"M5 12h14M13 6l6 6-6 6\"\/><\/svg><\/div><div class=\"step\"><div class=\"n\">04 &middot; ROUTING<\/div><h4>Relationship management, legal, master data<\/h4><p>Forms are automatically routed to the responsible department.<\/p><\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n<section class=\"alt\">\n  <div class=\"wrap\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Target systems<\/span>\n      <h2>Integrates with your core banking system.<\/h2>\n      <p>Low-code connection via documented REST APIs, without replacing existing infrastructure.<\/p>\n    <\/div>\n    <div class=\"systems\">\n      <span>Avaloq<\/span><span>Finnova<\/span><span>Temenos<\/span><span>Finanz Informatik (OSPlus)<\/span><span>Atruvia (agree21)<\/span><span>CPB Tambas<\/span><span>DMS &amp; archive<\/span><span>In-house builds<\/span>\n    <\/div>\n    <p style=\"margin-top:28px;\" class=\"prozess-lead\"><strong>Compliance:<\/strong><\/p>\n    <div class=\"compliance-line\">\n      <span><i class=\"dot\"><\/i> BaFin &amp; FINMA outsourcing guidelines<\/span><span><i class=\"dot\"><\/i> DORA, in force since Jan 17, 2025<\/span><span><i class=\"dot\"><\/i> MaRisk AT 9 outsourcing risk classification<\/span><span><i class=\"dot\"><\/i> C5 &middot; SOC 2 &middot; ISO 27001<\/span>\n    <\/div>\n  <\/div>\n<\/section>\n\n<section>\n  <div class=\"wrap\">\n    <div class=\"section-head\">\n      <span class=\"eyebrow\">Impact<\/span>\n      <h2>What changes for your customer service team.<\/h2>\n    <\/div>\n    <div class=\"effektband\">\n      <div class=\"effekt\"><div class=\"num\">90%<\/div><p>less manual pre-sorting of forms and powers of attorney<\/p><\/div><div class=\"effekt\"><div class=\"num\">3 days<\/div><p>to a productive pilot in your customer service team<\/p><\/div>\n    <\/div>\n  <\/div>\n<\/section>\n\n\n\n<section>\n  <div class=\"wrap\">\n    <div class=\"hubcard\">\n      <div>\n        <h3>One use case among many for banking.<\/h3>\n        <p>Payment &amp; remittance orders, KYC &amp; customer onboarding, and credit &amp; mortgage dossiers follow the same principle: read, validate, hand off to the core banking system.<\/p>\n      <\/div>\n      <a class=\"btn ghost\" href=\"\/en\/banking\/\">All use cases for banking &rarr;<\/a>\n    <\/div>\n  <\/div>\n<\/section>\n\n<section class=\"finalcta\">\n  <div class=\"wrap\">\n    <h2>Automate forms and powers of attorney.<\/h2>\n    <p>Book a free call: we'll show you how powers of attorney and customer forms are processed using real sample documents.<\/p>\n    <div class=\"ctas\"><a class=\"btn\" href=\"\/en\/demo\/\">Book a call<\/a><\/div>\n    <p class=\"note\">Reply the same business day &middot; no sales pressure<\/p>\n  <\/div>\n<\/section>\n\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":48170,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"content-type":"","footnotes":""},"class_list":["post-50440","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/pages\/50440","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/comments?post=50440"}],"version-history":[{"count":2,"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/pages\/50440\/revisions"}],"predecessor-version":[{"id":50526,"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/pages\/50440\/revisions\/50526"}],"up":[{"embeddable":true,"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/pages\/48170"}],"wp:attachment":[{"href":"https:\/\/parashift.ai\/en\/wp-json\/wp\/v2\/media?parent=50440"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}