Financial Services

Consider DocTech for your business process improvements

Wondering what success will look like with DocTech? Let us paint you a picture.

It is imperative that financial businesses adopt a good document management system to gain control of their sensitive data and ensure vital document security. A document management system enables you to automate business processes and improve your Return on Investment (ROI). Staff have immediate access to information in real-time and are better equipped to deal with client queries.

DocTech’s solutions easily integrate into back-office systems and other financial applications, ensuring clear audit trails and improved efficiencies across all departments. The solutions we offer include in the cloud or on-premise, with flexible payment options to suit your requirements. Our solutions are reliable, scalable and easy to use, ensuring you remain compliant with the FCA and other necessary regulations.

Our systems work by accurately capturing data, regardless of its source, which is then stored in a central document repository enabling easy access and sharing of information with all staff. Manual business processes are digitalised and filing and storage are eliminated, resulting in reduced overheads and saved time. In addition, security permissions are configurable and any type of access rule can be created.

Transforming paper processes into automated workflows will help investigators access critical information. Should any enquiry occur, a quick resolution will be enabled.

Managing all inbound correspondence represents high operational costs for the financial services industry. With DocTech’s digital mailroom solution, all documents flow through the same system and are indexed, sorted and distributed to the correct destination. With DocTech’s digital mailroom solution you gain control of documents within your company.

Get in Touch by emailing info@doctech.co.uk or calling 0161 647 7040