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Finance employees must be extremely vigilant when it comes to handling their own and client data. So we have made it easier.
Our document management systems for the Financial Services sector will deliver a suite of benefits to your business, your clients, and your accounts. We have many years of experience within Financial Services making us uniquely positioned to understand what’s important to your business and support you through the project. Our clients feedback is instant improvement and return on investment.
DocTech solutions in Financial Services deliver enhanced efficiency and productivity with no risk. Our clients experience improved reporting, transparency of processes, automated workflows for approvals, ability to store documents directly from emails and much more.
All documents are routed through a unified system where they are automatically indexed, sorted, and delivered to the correct destination. This structured approach not only streamlines daily operations but also simplifies audits by ensuring records are accurate, complete, and easy to locate.
With instant search and retrieval capabilities, your team gains full control over document access and management. This supports compliance with FCA and other regulatory requirements, helping your business avoid penalties while maintaining operational integrity.
Automated workflows enhance efficiency across departments, reducing manual tasks and driving a stronger return on investment (ROI). Documents are securely stored, backed up, and protected eliminating the risks of loss, damage, or theft often associated with paper-based systems.
Role-based access ensures that only the right people can view or edit specific documents, strengthening data security and confidentiality. Version control further enhances document integrity, allowing users to roll back changes or prevent duplicate content across the organisation.
Scalable pricing means you only pay for the level of access your business needs, making it a cost-effective solution that grows with you.
Wettone Matthews, a firm offering a full range of accountancy services from business start-up advice and tax returns to payroll and capital gains tax prides itself on delivering tailored, professional support to its clients.
Directors recognised the need to modernise their paper-heavy processes, which were creating storage issues and inefficiencies. Filing cabinets filled a damp cellar, and manual handling of thousands of documents each week especially during peak months was unsustainable. Transitioning to digital records was a major challenge, particularly with sensitive data stored across outdated systems, including over 3,000 critical emails left behind by a retiring Director.
Partnering with DocTech enabled Wettone Matthews to streamline their document management, reduce paper dependency, and secure vital information for easy access across the business.
Transforming paper processes into automated workflows will help investigators access critical information. Should any enquiry occur, a quick resolution will be enabled.
Managing all inbound correspondence represents high operational costs for the financial services industry. With DocTech’s digital mailroom solution, all documents flow through the same system and are indexed, sorted and distributed to the correct destination. With DocTech’s digital mailroom solution you gain control of documents within your company.
Get in Touch by emailing info@doctech.co.uk or calling 0161 647 7040
info@doctech.co.uk
0161 647 7040