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