Brochure

Solutions for the Financial Services Industry

Financial services remains one of the most document-intensive industries today...

Automate document workflows to streamline financial services processes.

Solutions for the Financial IndustryIn an environment that’s both extremely competitive and highly regulated, financial services remains one of the most document-intensive industries today. While forward-thinking firms are devoting increasing IT resources toward the transition to electronic records, massive numbers of paper documents still exist. Document processing is all about high volumes, high speeds — and high stakes. Is your organization prepared to meet these requirements?

Solution Benefits

  • Increase customer satisfaction and save time when you automate processes related to new client onboarding, loan and mortgage origination, contract management, fax-based branch communications, and more.
  • Meet regulatory requirements for transparent, accessible and auditable capture and fax communications amongst employees.
  • Empower your staff to move faster with one extensible, easy-to-use platform that takes documents and puts them into a single, highly-accessible archive.
  • Lower your total costs by consolidating fax infrastructure by relying on Fax over IP technology that enables least cost routing.
  • Reduce risk by using a highly-scalable, reliable infrastructure that seamlessly supports a wide range of geographically dispersed financial institutions.
  • Protect sensitive data thanks to the ability to set custom business rules, such as holding documents until authorized users can access them.

Download the brochure to read more.

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