Banking Sector – Document Management Solutions

Banking Sector

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Document Software Solutions for the Banking Sector

Document design and generation for different environments.

Financial institutions are faced with the challenge of having to reconcile company objectives, such as increased productivity levels and cost reduction, with specific banking industry issues, such as financial regulations, security and privacy matters and new online distribution channels.

Main Banking Sector Challenges

The main challenges related to document software processes that financial sector companies are facing are the following:

Handling large volumes of changing information (massive email promotions or inquiries, contracts, bank statements sent via postal mail, etc.).
Reducing costs related to document processes.
Managing document requirements across multiple platforms and environments.
Improving the corporate image.
Optimizing client satisfaction levels.

Document Software Features for the Banking Sector

Today, banking sector organizations must be efficient and up-to-date in multiple environments, including their office networks, batch and corporate Web portals. DocPath offers document software solutions for each of those areas:

Office networks: Efficient use of bandwidth and real-time printing without delays. Optimizes the use of bandwidth and real time printing without incurring delays.
Batch environments: High volume document production with a variety of output type options and pre- and post-processes, such as inclusión of enveloping marks
Client Web portal: Visualization of dynamically generated documents on client computers.
Private banking: Generation of detailed and professional spreadsheet reports.
Toner saving and print process optimization for large office networks.