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Banking | Financial Services Content Management Solutions

How can Enterprise Content Management solutions help your banking or financial workflow?

Banking Financial IconBanking and financial services companies operate with mountains of paper - forms, contracts, audits, case management files and more.  These varying types of documentation often require multiple software systems that that or may not interface - making the challenge of managing information even harder.  The ability to manage this information while keeping costs in check, adhering to legal requirements, and pressure from stockholders is becoming an increasing challenge for banking and financial institutions.

Administrative workers find themselves in a paperwork hurdle too - applications, files, notices, reports - the list goes on.  There truly is a need for powerful tools to make sense of the mountains of paper that legal and administrative organizations must cope with.

PaperFree offers a suite of powerful content management solutions designed to handle these paper burdens; smart capture products to scan and digitize information, repositories to process and store data, as well as add-on solutions to expand the capabilities of these systems.

How does it work?

Enterprise Content Management for Banking Financial PaperFree

The process of enterprise content management for banking and financial services companies is relatively simple in concept.  Paper-based information (such as reports, client data, and more) is collected at the first point of contact and scanned into the system.  There, industry-leading capture solutions ingest and interpret the data against established rules and templates, quickly returning accurately digitized data that can be exported to a processing workflow.  Those workflows, customized for your individual enterprise, can handle any of a number of tasks automatically; deposits, manage client data, or even update client files.  In many cases they also link documents together, so all information relating to a case or a payment transaction are available together, without the need to search through endless folders.  Operators are only required to step in when there's a workflow exception or a step is designed to require approval, which significantly speeds up the process from paper document to usable data.  Once those workflows are complete, the data is stored for easy later lookup by those with configured permissions to do so.  

Though enterprise content management is simple in concept, it's much more complicated in execution.  That's why a trusted, experienced partner like PaperFree is your guide for how to maximize the functionality and economies of your content management system.  Contact us to learn more about how we can revolutionize your organization's data processes.

How can enterprise content management help you?

Information Capture & Management

With all of your paper-based data digitized, processed, and in a central repository, information is at your fingertips.  The addition of precise, customizable workflows also helps you process banking and financial information more quickly and accurately, returning higher productivity and lower labor costs.  Enterprise content management is also an excellent tool for distributed organizations - data can be retrieved or uploaded from anywhere, which expands the capabilities of a workforce that may not always be in the office.  Plus, data is kept safe with customizable access permissions to make sure that only those with proper permissions have access.

Customer Service

One of the shining features of enterprise content management is how well it manages customer data.  Since information is automatically classified and linked upon entry in the system, all pertinent customer data is easily available for quick lookup by representatives.  Look up reports, contact information, activity, and more without ever leaving your workstation.

Legal & Regulatory Compliance

Banking and financial institutions are one of the most highly regulated industries today - Check21, the Patriot Act, and FDIC regulations are only a few of the standards that they must adhere to.  Enterprise content management systems ease this burden by enabling your industry to maintain accurate, comprehensive reports for regulatory review. Configurable workflows assist in making sure that no steps are missed in the process and that all of the correct assets are available.  And, documentation for legal cases can be easily organized and reviewed by only those with permission to do so.

Mergers & Acquisitions

Among one of the most complex and confusing processes a bank or financial services provider will undergo is a merger or acquisition.  The consolidation of workforces, physical assets, intellectual property, and business processes is an intensive undertaking.  By organizing your information with an enterprise content management solution you can track the process of specific steps, who has them, and where they will go next.  PaperFree's backfile conversion solutions also allow you to digitize old, paper information to make it more easily available for review by regulators and workers.  By streamlining the process of a merger or acquisition, this solution saves money, time, and the headaches involved.


BlackMark LogoGovernments often have documents with sensitive information that must be protected by redaction, such as documentation about legal records, or even information to be omitted from a regulatory report.   PaperFree's BlackMark and BlackMark+ add-on redaction solutions offer powerful protection by "burning" the confidential data in the image so that there are no loopholes to access it.  With manual any automated options, BlackMark is an important tool for any organization that regularly works with sensitive information.

Enterprise information capture and management solutions from PaperFree empower your enterprise to put its data to work for you – reducing costs, time searching for information, and increasing the power of your business information. To learn more about how PaperFree can employ these solutions in your organization, please give us a call today.

Want to Learn More?

PaperFree is happy to discuss how our solutions and services can can improve your company's information capture and management workflow.

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