Document Management for Financial Services

Document Locator provides Financial Institutions with a complete suite of document management tools necessary to reduce costs and employee time spent on fundamental business operations involving customer communications, accounting, and more.

Accounting with Document Scanning

Document Locator helps you maintain best accounting practices, making sure that a record of every invoice generated and bill paid is electronically filed and available in an instant for future audits, customer/vendor questions, and compliance. Integrated document scanning captures outgoing invoices, incoming bills, and customer checks, making them available to view or print on demand when needed in the future. As files are saved, metadata is automatically associated, making searching and filing fast and efficient within a paperless office environment.

Financial Records

Document Locator maximizes productivity in tax planning, financial planning, financial statement analysis, and more. Version control allows you to manage collaboration and prevent loss of important data, and Check-in/Check-out features ensure information is not overwritten. Efficient document scanning allows you to integrate paper records.

Compliance

Save time and meet compliance regulations by automating the document scanning, storing, routing and tracking of documents emails, attachments and faxes. Preserve document history with version control, version history and auditing to maintain a record of all document activities.

Customer Service

Document Locator provides greater flexibility with self-service access to information via the Internet, and improves response time by employees during customer calls.On-demand access to account files, information and records improves frontline customer service.

Secure, Recoverable

Maintain security of financial records, confidentiality of client documents, and ensure disaster recovery is possible. Document Locator gives you the ability to customize and assign user roles and privileges, providing confidence that information is only available to those who are authorized. Records are maintained in a secure, managed environment where you have control. Digitized and encrypted, information can be easily backedup and available for recovery.

Paperless Office

Filing, handling and routing of paper documents is slow, costly and labor-intensive. Locating paper records in filing cabinets takes minutes, or worse, days when documents are warehoused off-site. The cost of record-keeping grows over time as expanding file cabinets consume valuable office space, and off-site storage fees add up.

Document Locator enables your organization to have a paperless office with the power to efficiently and cost-effectively manage all your paper and electronic documents, allowing them to be scanned, instantly shared, tightly controlled, and permanently archived.