From banks and credit unions to wealth management and tax preparation firms, financial institutions of all sizes use our expertise to improve security, cut costs and more effectively serve customers. Here are some examples of the types of challenges we help our more than 2,400 financial institution customers solve every day:
Old, expensive equipment zaps time and resources
A phased approach to introducing new multifunction devices along with an Output Management strategy often pays for itself over time with improved efficiencies and reduced cost.
Tracking client records over long-term transactions
When multiple employees have to access a single client’s file, an Enterprise Content Management strategy gives them all visibility to better serve customers. With a single electronic repository for files, they can collaborate better and provide the client with faster, more accurate information and service. Plus, permissions-based access protects the security of confidential information.
Security and compliance
Financial institutions can protect data that’s printed, stored and scanned with new security technology available from the latest generation of multifunction devices and Output Management systems. You not only protect data from exterior threats such as a network breach or virus, but also from employees who share equipment and networks.