Document Management Solutions
The Financial Services Industry can benefit from Document Management Software like docSTAR to improve customer service, reduce costs, streamline processes, and ensure compliance. Everyone in the Financial Services business knows that it is a paper intensive business. DocSTAR can reduce costs while increasing service levels, giving your business the competitive advantage you need for success. The many regulatory laws such as Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley sections 302 and 404 for public companies, IRS Rev. Proc. 97-22, and NASD 3010 & NYSE 342 must be emphasized which is why document management is so crucial for financial services companies.
- Streamline your office –Control document access, enforce document retention policies, audit file activity, and more.
- Improve Operational Efficiency– Store documents electronically to ensure the safety and security of all files in the event of a disaster.
- Quick ROI – Instant access to client documents, the ability to email and fax directly from docSTAR, savings in paper storage, overnight mail, and office supplies used to print and copy documents – all quickly result in a significant return on your investment.
- Instant Document Access – Instantly locate documents without ever leaving your desk. Quick and easy retrieval of all files helps speed-up the regulatory audit process.
- Reduce Compliance Worries – Control document access, enforce document retention policies, audit file activity, and more.