Banks have to keep record of every client transaction that occurs and without an automated process, entering this data can be a time-consuming and error-prone process for employees.

• Eliminate the need to pay for excessive printing and costly storage space for client documents
• Automatically capture documents and extract relevant data to be routed to your document management system
• Quickly access all of a client’s data from one central location, even during an out-of-office meeting, and remain compliant with FINRA and SEC guidelines
• Significantly speed up the audit process by allowing auditors to access documents electronically instead of sorting through thousands of paper files

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SOURCE PSIGEN

Integrate with Any Scanning Device and Route Information to More Than 60 ECM Systems