Secure Document Management Solutions for the Financial Services Industry
Simplifying Document Management & Processes for Financial Services
Financial service providers and their employees must manage personally identifiable information (PII) and security details at the highest possible levels to protect their clients and reputation as well as meet the regulations within their industry, including GDPR.
Continuous process improvement around efficiencies and productivity are also an ongoing challenge within the industry. Document management supports the demands within financial services for improved reporting, complete transparency of processes, automated workflows, and the ability to store all documentation centrally, securely and in a logical manner.
The benefits of a document management solution
- All documents are digitised & indexed to meet audit requirements with ease
- Full document control & instant search & retrieval
- Meets the requirements of the FSCA & other regulatory bodies
- Improves Return on Investment (ROI) & automates processes
- Limits risk of loss, damage, access, or theft of documents & is fully trackable
- Access provided to users based on job role
- Real-time version control with previous versions stored ensures users are working with the most up-to-date documents
Financial service businesses must have solid document management in place to manage and control their data and processes with ease and keep them fully secure. Staff can also access the information they need in real-time from any location or device to deal with client queries efficiently.
How does document management work?
All documents are digitally captured and stored securely with logical indexing for ease of access. Plus, the latest version of any document is easily identifiable and always available to allocated users.
Is document management easy to integrate?
Integration is seamless with very little downtime. With Docutech your system is setup within hours and fully connected to your back-office applications and current software. Plus, with Docutech you receive ongoing support from the outset to make the introduction and management of your system as easy as possible through one-point of contact.
The solution from Docutech is perfect for the financial services industry as there are clear audit trails and processes within each department and across your organisation.
How secure is document management?
Security and storage of documents is in the cloud or on-premise and in accordance with the financial service regulations to meet compliance requirements.
What are the costs involved for implementation?
With no initial outlay and scalable pricing, you only pay for what your business needs through a range of simple payment options. Regular reviews and updates on reduced costs and improved efficiencies will also be provided.
Why Docutech?
We are committed to supporting business within the financial services industry and support the regulatory requirements that govern them. We aim to always have the right technology solutions and processes in place for your organisation to create improved ways of working, savings and efficiencies. Plus, we can also manage all inbound mail correspondence through our digital mailroom solution, channelling this through your document management system.
As an independent supplier we can support the bespoke needs of each client through one-point of contact for ongoing support. We aim to be an extension of your business, working in true partnership to assist with supply chain management, efficiencies, and savings.
Our document management solution accurately captures all your documents and data regardless of source. Your central document repository is fully secure and provides easy access and sharing of information to improve joined up working, streamline and automate business processes, removing manual admin tasks and physical storage space.
Transform your paper-based business processes today with automated workflows for optimum management of business-critical information.
Request an efficiency, costs & savings review of your document management. Call us today on 0844 259 6155 or contact us.