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Financial Services:

/ / Banking & Financial Services

Financial Services:

Compliance and regulation in documents is one of the most important aspects for the finance industry. Whether it's about archiving certain documents or maintaining the security of those, it's difficult to manage these tasks manually. Financial organizations and banks have to deal with thousands of documents including financial contracts and bank statements. Needless to say, it's of crucial importance to keep these documents private and absolutely safe. Since the total number of documents that need to be managed is huge, it becomes extremely difficult to manage the entire lot manually. This is why organizations prefer to use advanced office automation software like RicohDocs.

RicohDocs helps scan paper documents and convert those into electronic files. Once these are converted into digital files, these are kept together with the electronic documents in a central repository. All these documents become easily searchable and quickly retrievable. Right from a simple action like approval to a sophisticated and complicated process − all can be done using RicohDocs in a short span of time. With an automation software like this, the different document processes can be automated in defined workflows. It also helps improve the accuracy, speed and accountability of the different procedures.

Most of the forms, statements and policies that the financial organizations have to handle need to be sent from one place to another within a given point of time. When done manually, the efficiency of the courier and postal services determines how fast the documents will reach the destination. If you have digitized version of the same documents, you cans imply share those with the respective people, just within few seconds.

There are a lot of challenges that organizations have to face while handling thousands of documents manually. Let's take a look at some of those and how an advanced office automation software like RicohDocs helps solve those −

Requirement of physical storage:

One of the major issues that organizations have to face while dealing with physical documents is the lack of storage space. In order to store the heaps of documents in an organized way, you need to rent a significant amount of physical space.

How RicohDocs helps:

Since you can scan and store all the documents in a central repository with the help of RicohDocs, you don't need to worry about physical storage. All the documents will be stored in the cloud and you can easily access those whenever needed.

RicohDocs is an advanced office automation platform
RicohDocs is an advanced office automation platform

Protection of confidential data:

Since most of the banking documents contain sensitive data, it's of crucial importance to protect these against any kind of data breach. When done manually, a document containing critical data might get exposed to someone who is not authorized to view or access that particular document.

How RicohDocs helps:

As RicohDocs is equipped with advanced safety feature, you can easily maintain the safety of all the documents. Based on the exact requirement, you can allot the permission to the users.

Retention of information for long hours:

At times, many of the documents need to be preserved for a long period of time, sometimes for years. It's indeed challenging to keep the physical documents in a sound condition for such a long period.

How RicohDocs helps:

RicohDocs helps digitize all documents and you can store the scanned version. As you are always provided with a back-up of all these documents, and these are stored in the cloud, you don't need to worry about retention of those information. Moreover, this ensures that the data won't never be lost completely.

RicohDocs is an advanced office automation platform

RicohDocs also helps cut the operational cost to a significant extent by enabling the users to automate all the manual processes. Using RicohDocs, the users can automate workflows for approvals, reviews and process steps. As the software is equipped with a set of customizable features, it serves as a perfect solution for small as well as large scale organizations.

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