Document Management for the Finance Sector
Financial institutions thrive on efficiency and accuracy. Scanning and management services transform your document system, increasing proficiency. Paper document management is slow, cumbersome, and limiting. With digital files, you will be able to extend your company’s reach, reduce misfilings, and find files quickly.
Converting your financial documents is safe and easy with our partners’ specialized financial scanning services. Record Nations has a nationwide network of excellent, secure scanning providers that will convert your documents into digital files. Digitized documents make it possible for your clients to virtually fill out applications, make deposits, review financial contracts, and more. Store your physical documents easily and shred unnecessary ones with the comprehensive services of our partners that handle the entire lifecycle of your files.
Combined with a customized document management system, your organization will be able to improve financial processes, stay organized, and efficiently access data to increase your success.
Finance Specific Services
Web-based applications connect customers and financiers with commercial remote deposit interfaces. This allows businesses and individuals to scan and deposit into banks and credit unions.
Our software has the ability to identify, crop, convert, and extract signatures and other data to simplify document processing. You will be able to verify and extract information from checks, financial statements, loan and mortgage applications, and other banking documents.
Route scanned and digital documents quickly and easily with automated services. You will be able to instantly send documentation to the correct location with customized automation rules.
We utilize optical character recognition (OCR) to automate the input and editing of invoices. You will be able to select fields to populate automatically and index and import invoice numbers, dates, dollar amounts, and more.
Financial Document Management
Financial document management is necessary in homes and businesses of all kinds. We can digitize a wide variety of documents to make them instantly available for viewing, editing, and digital storage. We can assist customers in any industry to better manage their financial documents and our secure partners offer specialized services for:
Mortgage, title, and insurance companies; Accounts receivable/accounts payable departments; Escrow companies; Homeowners insurance companies; Financial institutions with mortgage and loan departments; Any property related insurance policy carrier.
Record Nations’ network of trusted providers offers comprehensive scanning services that are completed quickly and accurately. They use advanced imaging software and equipment to create clear, consistent digital files. Our partners also offer day-forward and back file scanning services to minimize the number of documents you will need to scan immediately. Some examples of financial materials that can be easily digitized are:
Purchase and sales invoices; Accounts payable/receivable documents; Ledgers; Delivery tickets; Receipts; Contracts; Interest, credit, and financial statements; New account documents; Investment forms; Signature cards; Loan documents; CD/Time deposit documents; Client and personnel files; Tax records; Debit and credit notes.
Frequently Asked Questions
What are some benefits of going digital in my office?
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