Solutions for the Financial Services Industry

Automate document workflows to boost productivity and promote more accessible processes at your company.

In an environment that’s both extremely competitive and highly regulated, financial services remains one of the most document-intensive industries today. Although forward-thinking financial service 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 company prepared to meet these requirements?

AccuRoute provides technology that helps to manage tasks such as branch capture, compliant document capture, contract management, document and records retention, employment records, mortgage and loan processing, new account openings, vendor invoice processing, and more. AccuRoute helps your busy staff to address the many challenges they face each day.

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Solution Benefits

• Streamline mission-critical document workflows for financial teams via e-filing or scan-to-ECM or FIS while maintaining high levels of security.
• Empower your staff by allowing them to manage contracts consistently, accurately, and efficiently by automatically creating a master record of contracts that properly integrates electronic and paper (including fax) documents and puts them into a single, highly-accessible archive..
• Increase customer satisfaction and save time when you automate processes and go digital so you can get back to your customers faster than ever.
• 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 firms.

With AccuRoute, we have been able to rework our current fax infrastructure so we are efficiently leveraging our MFP devices for our fax communications. We are quicker to respond, more secure, and our employees are equipped with tools to help them do their job faster and more comprehensively.

Global Accounting Firm

Ready to dive in? Learn more about how AccuRoute integrates with any MFP device.

Expand your efforts. See how hybrid and cloud fax technology are helping teams strengthen security and enhance communications.