Industry Solutions > Financial Services

Document Management Solutions for Financial Service Organizations In Wisconsin

Improved efficiency, productivity and client service are three areas that all financial service organizations can benefit from. Whether it’s improving document processing and storage or accelerating audits and reducing compliance costs, CTaccess can provide your financial service organization with a document management solution that automates your standard business processes and increases profitability.


Problems Faced:

  • Slow Search for Information
  • Slow Response Times
  • High Storage, Paper, and Labor Costs
  • Limited Resources
  • Time-Consuming Manual Filing
  • Slow Review and Approval Process
  • Non-Secure File Storage

How We Can Help:

✓ Paperless Workflows

✓ Secure, Centralized Control

✓ Certified Records Management Automation

✓ Reduce Compliance Costs

✓ Accelerate Audits

✓ Streamline Client Review and Approvals

✓ Loan Processing

✓ Improve Services and Productivity

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ECM Solutions For Financial Services that Benefit All Departments

Back Office Staff

  • Capture paper and electronic documents
  • Eliminate manual data entry
  • Easily search client records
  • Secure, store and retain client records

Financial Advisors

  • Instantly distribute information
  • Attract top financial advisors
  • Aid in supervision and audit tracking
  • Enhance compliance with SEC regulations

Branch Managers & Advisory Supervisors

  • Enforce compliance procedures
  • Automate document retention and destruction
  • Automate transactional processes
  • Improve production and profitability

Typically, organizations find that through the above implementations, we can help you become 30-40% more efficient by improving processes and automating systems.


Efficiency Increase


Request a Demo to See How Document Management Software Can Help Your Organization

Download Our Free Whitepaper

”10 Ways ECM Provides the Leverage to Automate Your Organization”

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For more information about how CTaccess and Laserfiche document management software can benefit your organization.

Get Your Free Guide To Document Management

Whether you are evaluating document management software for the first time, or looking to replace a legacy system, The Guide to Document Management by Laserfiche® will provide you with everything you need to start your research including:

  • An Introduction to Document Management Solutions
  • A Needs Assessment for Your Organization
  • A Guide to Creating Your Own Cost-Benefit Analysis
  • Understanding Your Organization’s Records and Risk Management Factors.
  • Evaluating the Functionality of Different Document Management Solutions.

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Save time and never lose a document again!

Learn more about our partnership with Laserfiche® and contact our ECM consultants to move your business forward today.

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