The Volume platform is a flexible suite of configurable portals, AI-enabled case management and CRM tools, 3rd-party integrations and customisable automation, fully unified with a boundless data model tailored for your business.
Data
Underpinning the Volume platform is a configurable yet limitless data model, that holds all the data you specify, structured in the way that you need it.
Our dataset securely combines fragmented sources into an auditable single version of the truth, underpinning compliance. You’re not constrained by fixed data fields or rigid schemas — you can create as many data fields as your business requires, making the system as simple or as complex as your operating model demands.
Volume allows you to fully manage the relationships between data objects. This means your data reflects the real-world complexity of your environment, giving you a future-proof platform that adapts as your business evolves.
- Complexity simplified
- Integrity enhanced
- Duplication eliminated
- Authoritative conclusions
- Informed decisions
- Realtime control
- Data-quality enriched
- Compliance empowered
- Fraud reduced
- Clarity provided
Tools
Volume’s modular suite of Processing Tools enable you to process cases with ease, combining tools via automation to automate your workflows
AI Document Extraction
Volume turns inbound documents into structured, high-quality data in real time. Using AI-driven extraction, the platform removes the manual burden of handling emails, uploads, and scanned files — ensuring the right data is captured and stored in the right place, first time.
- Supports a wide range of document formats.
- Significantly reduces human effort
- Improving speed, accuracy, and data consistency.
- Complex, poorly formatted, scanned, or even partially corrupted documents are decrypted and normalised .
- Work with reliable data instead of chasing paperwork.
Detailed Ingestion Features
- Supports a wide range of document formats.
- Significantly reduces human effort
- Improving speed, accuracy, and data consistency.
- Complex, poorly formatted, scanned, or even partially corrupted documents are decrypted and normalised .
- Work with reliable data instead of chasing paperwork.
Intelligent Document Generation
Volume removes the friction from document and letter creation. The platform enables teams to generate ready-to-send correspondence without manual drafting, copy-paste errors, or disconnected templates — all while maintaining full control.
- Supports a wide range of document formats.
- Significantly reduces human effort
- Improving speed, accuracy, and data consistency.
- Complex, poorly formatted, scanned, or even partially corrupted documents are decrypted and normalised .
- Work with reliable data instead of chasing paperwork.
Detailed Generation Features
- Highly customisable document engine, you can
- Create bespoke legal, contractual, or informational documents on demand.
- Letters and documents are dynamically built using rules driven by live data.
- Output is accurate, compliant, and context-aware.
Criteria Matching
Volume’s Match service automatically important criteria against your predefined business and regulatory objectives in real time. Matching can be applied at any stage of the lifecycle, ensuring decisions are consistent, auditable, and aligned with your operating model.
- Rules and parameters are fully configurable
- Respond quickly to regulatory change, evolving risk appetite, or new case types.
- When requirements change, data can be reprocessed without manual intervention.
- Embed matching directly into workflows,
- Ensure only valid, suitable, and compliant cases progress. This
- Reduce wasted effort, improve data quality, and allows teams to focus on the cases that matter.
Detailed Matching Features
- Rules and parameters are fully configurable
- Respond quickly to regulatory change, evolving risk appetite, or new case types.
- When requirements change, data can be reprocessed without manual intervention.
- Embed matching directly into workflows,
- Ensure only valid, suitable, and compliant cases progress. This
- Reduce wasted effort, improve data quality, and allows teams to focus on the cases that matter.
Automated Calculations
Volume enables complex, business-critical calculations to run dynamically across your workflows. Key calculations — including quantum and financial logic — can be configured once and trusted to execute consistently, removing manual effort and significantly reducing the risk of human error.
- Computed fields, even the most complex calculations can be built using multiple variables.
- Triggered automatically at precisely the right point in a claim or customer journey.
- Calculations adapt in real time as underlying data changes, ensuring outputs remain accurate and defensible.
Detailed Calculations Features
- Computed fields, even the most complex calculations can be built using multiple variables.
- Triggered automatically at precisely the right point in a claim or customer journey.
- Calculations adapt in real time as underlying data changes, ensuring outputs remain accurate and defensible.
Communication Tools
Seamless sending and receiving of emails as part of any business process. Support the entire claim or customer lifecycle with minimal manual input, while ensuring every message is accurate and linked to the right record.
- Inbound emails automatically triaged,
- Templated outbound communication triggered by workflow rules
- Easily send ad hoc emails when needed
Email Features
- Inbound emails automatically triaged,
- Templated outbound communication triggered by workflow rules
- Easily send ad hoc emails when needed
SMS
Communicate with customers instantly and reliably through fully integrated SMS. Keep clients informed with updates, notifications, and important prompts — all automatically triggered within your workflows.
- Links to account activation flows, forms, or websites, and
- Deliver OTP codes for secure two-factor authentication.
- SMS can be used anywhere in your processes where client engagement is required
- Trigger notifications when status of records change to ensure customer satisfaction
SMS Features
- Links to account activation flows, forms, or websites, and
- Deliver OTP codes for secure two-factor authentication.
- SMS can be used anywhere in your processes where client engagement is required
- Trigger notifications when status of records change to ensure customer satisfaction
Telephony
Fully integrated telephony makes customer engagement effortless. Calling is embedded directly into the platform, removing the need for separate systems and ensuring every interaction is captured and actionable.
- Inbound and outbound call management
- Click-to-call from within the CRM
- Call transcription
- Automatic caller identification and linking to customer records
- Mass dialling triggered by workflow events
Telephony Features
- Inbound and outbound call management
- Click-to-call from within the CRM
- Call transcription
- Automatic caller identification and linking to customer records
- Mass dialling triggered by workflow events
Automation
Volume empowers you to design highly customisable, feature-rich business processes using any tool or data component within the platform.
Automation removes repetitive clicks and keystrokes, freeing your team to focus on exceptions and complex cases instead of routine tasks.
Workflows can be scaled to meet growth objectives with minimal overhead, ensuring operations stay efficient even as volumes rise. Human interactions are augmented intelligently — for example, assessing the critical 50 outliers rather than sifting through 1,000 routine cases.
A reusable library of automations can be associated with specific data fields, giving you the flexibility to embed consistent logic across workflows and maintain control as processes evolve.
Read more about workflow automation
Workflows can be scaled to meet growth objectives with minimal overhead, ensuring operations stay efficient even as volumes rise. Human interactions are augmented intelligently — for example, assessing the critical 50 outliers rather than sifting through 1,000 routine cases.
A reusable library of automations can be associated with specific data fields, giving you the flexibility to embed consistent logic across workflows and maintain control as processes evolve.
Integration
Secure, inbound and outbound API engine that enabling seamless data exchange with both customers and suppliers. Data can be pushed to, or pulled from the platform in real time, ensuring systems remain synchronised without manual intervention.
Portals
Secure, Engaging, and Configurable
Volume provides secure, web-based portals that keep clients and partners continually engaged while maintaining privacy and compliance.
Data capture and presentation of key documentation, e-signatures, identity verification, and payment preferences, all within a branded, configurable web based interfaces.
Reporting & Dashboards
Insight at Your Fingertips
Volume provides powerful, configurable dashboards and reporting tools that give concise insight and control exactly where you need it.
Report on unlimited data fields, cross-reference multiple objects across the database, and uncover complex relationships that drive smarter decision-making.
Reports can be exported, scheduled, and shared to support ongoing oversight, compliance, and operational efficiency. By combining flexibility with real-time visibility, Volume ensures stakeholders always have the data they need to act confidently and proactively.