Corporate Solutions

 
 

Client Accounts Management

Despite the advent of web-based services, new account applications and on-going transactions can be extremely form-intensive, often resulting in hundreds of  pages of documents per account. Given the mission-critical nature of this business, implementing a DOCUdavit Scanning Solution delivers many benefits such as streamlined business processes that reduce the risk of lost documents, increased productivity, accelerated application processing and enhanced customer satisfaction. 

  • Expedite the access, review, and approval process – Once scanned, archived and current account-related documents are just a few clicks of the mouse away.  Whether it’s a new account or one that is being modified, quick access to current and accurate information is critical.  The documents can be forwarded to appropriate staff via e-mail for quick input or approval (globally), and notes / comments can be attached to the document for future reference.

  • Improve compliance – Electronically filed paperwork will dramatically improve compliance-related matters by ensuring better access controls to the information, providing proper back-up of information, and simplifying the audit process.

  • Supporting legal matters – Prompt and accurate agreement information can be vital to support a major event like a merger / acquisition or to help resolve any legal issues.

  • Boost staff productivity – Eliminate wasted time and costs associated with filing applications, searching for misplaced documents, making photocopies and faxing / mailing / couriering, etc

 

Contact DOCUdavit for your corporate solutions today.