Financial services span a myriad of businesses:  banking, financial planning, loan servicing, public finance, and management consulting - just to name a few.  All of those businesses are information-intensive requiring a reliable, cost-effective, and versatile document handling process to sustain their competitive edge and meet regulatory requirements. AutoStore product suite will help your firm stay on top with comprehensive solutions for all of your paper and electronic document capture and management needs.

Financial Services Challenges

AutoStore Product Suite For Financial Services

• Works with all digital copiers, scanners and MFPs.
• Turns both paper documents and electronic files into digitized documents.
• Captures and stores customer records for easy access and electronic filing.
• Use automatic forms recognition to route information quickly and accurately.
• Automates tracking of compliance information.
• Improves document accessibility and distribution using security controls and audit trails.
• Expedites electronic delivery of documentation to remote locations.
• Reduces physical storage by electronically archiving and storing documents

Technical Features

• Scan using scanning device; AutoStore extracts and exports the data to back-end ERP applications.
• Use scanning devices manufactured by all leading brands.
• Stamps invoices with date and time stamps.
• Scans documents and invoices once and routes the digitized invoices to multiple destinations.
• Connects scanners and digital copiers from remote offices over one network.
• Reads barcodes embedded in the document and uses it as index data.
• Scans and saves documents in text searchable PDF, MS Word, and many other formats.