Financial Services

Transaction-intensive, regulated businesses in the financial sector must allocate sizeable resources to comply with rules and regulations such as Sarbanes-Oxley and the Gramm-Leach-Bliley Act. They also must perform at the highest level to create sustainable value for clients and stakeholders. Our specialists help reduce and control document-related costs with our advanced document lifecycle management. Our onsite professionals apply industry expertise and technology to manage high volume production, distribution, imaging and records management. We streamline document processes by consolidating operations to maximize resources, increase productivity and minimize costs. This focused approach consistently produces savings of 20 to 30%.

• Customer statements print/mail: Reduce the cost of customer communication.
• Loan/mortgage process imaging and file management: Approve more loans faster and increase profit per loan by imaging incoming applications as they arrive in the mailroom.
• Regulatory compliance: Facilitate regulatory compliance and reduce costs by organizing, indexing, imaging and maintaining file rooms so you can quickly find documents.
• Presentation center management: Professional print and document assembly and distribution for pitch books/presentations.
• Centralized mail/fulfillment management: Reduce courier, mail distribution and shipping & receiving costs by 15-25%.
• Office print/copy/fax device management: Install and maintain all office devices providing one budget and one point of accountability while reducing the total cost of print and copy by 20-30%.

Money Center Bank Saves $millions

Mail center reengineering saves $7 million in past 12 years

BPO Saves Cool $1,000,000

Redesigned workflow reduces 1st loan out time to 30 minutes

New Financial Services Strategy

Enterprise print strategy sheared document costs by 37%