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 contracts are just a few clicks of the mouse away. Whether it’s a new agreement or one that is being renewed, modified or renegotiated, 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 agreements 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 contract 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 contracts, searching for misplaced documents, making photocopies and faxing / mailing / couriering, etc.