Document Management for Financial Services Compliance

We’re thankful for what you do – you’re our insurance agents, tax advisors and beacons for our financial future. We also understand that there is a heavy burden you carry: ensuring that client and transactional records are managed for compliance. We work with financial services companies of varying size and purpose, yet all have the same goal when they contact us: minimizing storage and increasing operational efficiency while staying compliant.

Through all of the conversations we’ve had throughout the years with financial services companies about the benefits of document management and scanning solutions, we’re assembled a “greatest hits” list here for your reference. These are meant to help guide any financial firm as you explore the document scanning and records management process, and as always, you can contact us for any specific requests you may have about your particular needs.

• Practice size: No matter the size of your financial services practice, document scanning can help you in many ways. Reduce office size by decreasing required storage space – save on your lease and reinvest in your business.
• Where will our documents go? Solany’s document scanning services reduce multiple file cabinets of paper records into the size of a flash drive less than one inch wide by two inches long. These electronic records are then easily managed by document management software. Our goal? To help you find whatever record you need in 30 seconds or less. And yes, we can do that.
• How does document scanning add to my practice’s bottom line? When you reduce your paper footprint and take your practice digital, you can not only save in office space and lease costs, but you’re increasing your staff’s efficiency on a day to day basis. Imagine having more time to work with clients and cultivate new relationship and less time spent searching for records…easy compliance audits because you can show not only superior organization but record security…the ability to show your clients that you can find their information quickly – something that your “competition” can never compete with.

Every financial services practice is different, but one thing remains the same: we can help take your business to the next level by improving compliance, enhancing your customer experience and allowing you to focus on expanding your clientele.

Posted by: John Cushman on February 17th, 2010 // View Comments
Posted in: Financial Services, Industries
Tags: Document Imaging, Financial Services
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