Document Management for Finance
Manage invoices, policies, portfolios and other financial documents within enterprise class document management software.
Financial document management solutions from DCS facilitate the sharing of accurate information without compromising on security. Our document management solutions transform paper documents into electronic images, making it easy to manage them throughout business processes.
Benefits of DCS Document Management for Financial Services
- Web-based and (optional)cloud-hosted solutions.
- Secure databases with full-text search.
- Interactive portals for instant retrieval.
- Tight user access controls.
- Multiple bespoke audit modules.
- Document retention schedules and alerts.
- Ability to redact for confidentiality.
- Visibility on document version changes.
- Workflow bottleneck assessments at the individual and organisational level.
Learn About Our Document Management Solutions for Banking and Finance
Make sure your internal documents make it to the right people. We have vast experience of providing digital mail room solutions to some of the largest companies in the world such as Paragon, Equity in Finance, and Natural England. We differentiate ourselves by providing end-to-end mail management.
Kofax Capture with Kofax Transformation
Kofax Capture is a print-to-digital data conversion system that works on a variety of formats such as: email attachments, incoming post, web forms, fax or other electronic formats. Kofax Transformation can identify data and place them into field for your databases.
Our workflow software helps you to audit and track your financial documents. Automated alerts and rules can be configured to send data to your team members or managers for review, while dashboards give leadership full visibility of your processes.
Outsource Your Document Processing
Manually processing high volumes of paper is a costly and inefficient process. Keying in data is the same way. Our outsourced services is fully accredited and trusted by government and Fortune 500s. Focus your resources on peak activity. Outsource to us today!