With an understanding of the challenges financial institutions encounter, PaperWise offers an answer to industry demands. Scalable and customizable solutions cater to the financial industry to provide a visible return through time, cost, and efficiency savings. PaperWise solutions escalate beyond the limits of basic document management, and present a fresh look at processing and customer service.

Customer Service

Exemplary customer service is necessity for maintaining a competitive edge.  Success relies on quick turnaround, easy access, and accelerated processing. Optimize service through client access via a web portal and respond to client requests quickly.

Access

Eliminate the frustration of time consuming searches through files to extract information. Reliable solutions securely store all data in a single repository with tight, customizable security options used to protect sensitive information, minimize disruptions of lost documents, grant web accessibility, and provide access to multiple users to the same file at the same time.

Storage & Retrieval

Business environments saturated by paper intensive processes encounter inefficiencies such as file space and recovery factors, lost documents, disorganization, and security.  Electronic management not only reduces operating costs, but controls of documents, making them accessible yet secure. Heighten benefit gains with reporting service provisions that generate information used to analyze the effectiveness of workflows and find possible improvements of storage and retrieval processes.

Compliance

Reduce exposure to risk of revealing sensitive information and compromising the integrity of documents while adhering to document retention policies. PaperWise offers innovation, experience, and knowledge, empowering customers to gain control of paper storage and retrieval concerns while adhering to industry regulations such as Sarbanes Oxley and SAS-70. 

The finance industry is undoubtedly saturated by processes that rely heavily on paper, and from personal to public to corporate finance each specialized area encounters regulations and laws that require compliancy. From budgets and loans to general cash management, heavy flow of documents are easily lost or missing important pages, while retrieval of files is time-consuming, impacting customer service and resulting in an ineffective use of manpower. Through the use of consultation, business analysis, document management, imaging, workflow automation, and problem solving, the PaperWise team is able to support the needs of the financial industry by way of customizable and scalable solutions.