Industry Solutions

Solutions by Industry

Financial Services

Solutions

  • Accounts Payables
  • Accounts Receivables
  • Compliance
  • Corporate Governance
  • Customer Service
  • Email Management
  • Human Resources
  • Investment Banking
  • Legal
  • Marketing
  • Payroll
  • Procurement
  • Trading

Description

With increased competition, increased regulatory compliance mandates, and the need for the highest level of customer satisfaction, financial services organizations must become even more efficient and effective in daily operations. That's why it makes sense for financial services companies to use Document Imaging Solutions' (DIS) configurable e-DMS/Workflow.NET suite of products, enterprise Content Management Solutions. The e-DMS/Workflow.NET suite eliminates the paper chase by providing technology that can integrate existing systems (CRM, ERP and other applications) into one seamless electronic system for sharing, distributing, and tracking mission critical documents and related data.

The most critical piece for any financial services organization is the ability to streamline business processes. Streamlining business processes provides better customer service, faster time to market, and accurate and timely decision making. Business Process Automation is the most critical piece in establishing a competitive advantage. New Account Processing, Mortgage Loan Approvals, Customer Grievance Processing, and many other critical processes can be streamlined to decrease cycle times.

The e-DMS/Workflow.NET suite is solving many issues Financial Services organizations face today:

  • Improved customer service.
  • Improved disaster recovery response time
  • Improved responsiveness and communication among various departments
  • Reduced cycle-times associated with customer related and mission critical business processes
  • Electronically controlled and audited steps in mission-critical business processes
  • Improved knowledge-worker productivity
  • Preservation of vital records
  • Compliance with corporate and regulatory agency record retention and auditing requirements
  • Document control and maintenance of absolute document file integrity with automatic version control features
  • Decreased on-site storage costs
  • Electronic Signatures
  • Increased Security for mission critical documentation