Financial institutions and departments operate with a unique set of requirements and have specific concerns related to regulatory compliance. Poor security or inattention to detail can be disastrous. Paper documents frequently increase errors and security breaches, so many organizations are turning to digital files for better security, as well as easier collaboration and sharing options. However, keeping track of all those files and maintaining compliance can still be tricky without help. Fortunately, with CPC Office Technologies, better document handling is simple with document management.
Better Control
No matter what sort of documents you store, document management keeps them safe and allows for better oversight. Apply rules to specific documents, generate workflows secure client information, store data, and more. All of this comes with intuitive controls and a reduction in paper costs.
Better Access
Utilizing collaboration options on digital files is uncomplicated with document management. You can specify which documents require a certain security clearance, work remotely with other team members, and send and receive customer paperwork quickly. Search by file type or keyword and offer clients the option to log in to view their paperwork.
Better Compliance
With document management, maintaining compliance comes easy. Establish audit trails or cross-reference documents. Restrict editing and see who has changed or accessed certain documents. Best of all, it's completely customizable, so you can control how files are handled and ensure proper compliance as well as company regulation.
Document management just makes sense for the financial industry. From laws and regulations to your organization's best practices, this service provides the easy access, collaboration opportunities, security, and control you need for your day to day operations. Take care of your financial institution's particular document handling and compliance needs with document solutions from CPC Office Technologies. Contact us today to learn how the financial industry benefits from a document management application.