Become a paperless company in less than 90 days
DocuWare's employee management solution is a ready-to-use, cloud-based system offering fast, secure and flexible financial document management. It streamlines processes, ensuring efficiency and customer-centric operations, essential in today's competitive financial services landscape.
In payment transactions, various documents are generated daily, which all need sorting, filing, processing and sharing. DocuWare centralises these documents, eliminating paper storage needs. It grants immediate, round-the-clock access to authorised staff with a simple click, reducing complexity.
It's crucial for financial and insurance entities to securely store credit and insurance documents and approvals. and ensure prompt access for audits or urgent requests. Adhering to financial mandates and regulations ensures data integrity, productivity and a smoother customer experience.
Document management and workflow automation let you digitise paperwork and securely save it in an organised repository for quick retrieval when needed.
Easily capture, store, manage, process, share and track documents. Controlled access, task lists and email notifications enable staff to handle daily responsibilities more efficiently and decision-makers to approve, reject or request more information along checkpoints in all your processes.
DocuWare delivers these key capabilities to financial services companies.
In the past, we sometimes had to spend several hours in our filing room searching – often without ever finding the documents we were looking for. Today, retrieving a document is a matter of a few seconds. With all this time saved, our team can now focus more intensively on customers. In the long term, this means higher revenues for our company as a result.
Deputy Money Laundering Reporting Officer (DMLRO) for ADM Investor Services International in London (UK)
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