Financial Institutions like wealth management, investment services, mortgage and brokerage firms are document-intensive businesses with complex workflows and strict requirements for document security and process auditability.
Compliance with regulatory laws such as Graham-Leach-Bliley, SEC 17a-3 and 17a-4, The Patriot Act, Sarbanes-Oxley sections 302 and 404 for public companies, IRS Rev. Proc. 97-22 and NASD 3010 & NYSE 342 place an exceptional burden on financial services companies to ensure the security of their data and documents and maintain clear audit trails.
Whether relying on paper or digital files, financial services firms need intelligent finance and accounting workflow automation tools to efficiently control, manage and scale their operations, all while achieving timely access to relevant business intelligence.
Today’s digital transformation technology incorporates intelligent data extraction capabilities, enabling financial services firms to handle a wide range of unstructured data trapped in scanned paper or digital documents and correspondence. Artsyl Technologies harnesses these tools to bring real results to financial services companies, automating core information workflows in finance and accounting businesses.
Artsyl focuses on solving the most painful, manual steps in common business processes; document handling and routing, transaction data entry and validation and reports/process monitoring. By partnering with Artsyl Technologies, financial services companies can:
By relying on Artsyl solutions for extracting data from scanned paper documents and electronic files, customers achieve more timely access to data and can automatically eliminate duplicate documents/data, in turn improving their visibility over financial KPIs.
By relying on docAlpha’s finance/accounting workflow automation software, financial services firms can automatically classify, sort and file large volumes of paper and digital documents while also extracting meaningful information from them. These functions bring numerous benefits to your business, including:
With these benefits, your business can cut costs with your accounting workflow automation software, all while improving visibility and customer service quality.
Browse our products to learn more about docAlpha and automatic data capture for your financial service company.