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Financial Services DMS

Document Management Software for Financial Services

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.

Why The Financial Industry Uses Our Software

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.

Get In Touch

Wettone Mathews Case Study

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. 

Wettone Matthews QuotePartnering with DocTech enabled Wettone Matthews to streamline their document management, reduce paper dependency, and secure vital information for easy access across the business.    

 

      Read the Full Wettone Matthews Case Study                                  

 

Consider DocTech For Your Business Process Improvements

Wondering what success will look like with DocTech? Let us paint you a picture.

It is imperative that financial businesses adopt a good document management system to gain control of their sensitive data and ensure vital document security. A document management system enables you to automate business processes and improve your Return on Investment (ROI). Staff have immediate access to information in real-time and are better equipped to deal with client queries.

DocTech’s solutions easily  integrate into back-office systems and other financial applications, ensuring clear audit trails and improved efficiencies across all departments. The solutions we offer include in the cloud or on-premise, with flexible payment options to suit your requirements. Our solutions are reliable, scalable and easy to use, ensuring you remain compliant with the FCA and other necessary regulations.

Our systems work by accurately capturing data, regardless of its source, which is then stored in a central document repository enabling easy access and sharing of information with all staff. Manual business processes are digitalised and filing and storage are eliminated, resulting in reduced overheads and saved time. In addition, security permissions are configurable and any type of access rule can be created.

 

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

 

Book a Discovery Call

Perfect Solutions For Your Business!

We are industry experts with over 75 years of combined experience on our team. We have delivered success for hundreds of businesses just like yours.

Accounts Payable

Automate manual data entry, provide accurate data capture of incoming invoices and get real time information. Ensure your team has full visibility of a process.

Streamline Accounts

Compliance

To comply with industry regulations, we can help you manage document version control, provide a clear audit trail and know who was the last person to amend what document and when.

Comply With Regulations

Quality

At DocTech, we can ensure the security, tracking, version control and auditability of your documents are achieved, and our document management system complies with the standards of ISO.

Simplify Audits

Paper Heavy

Reduce all associated paper costs and digitally store your documents in a secure and centralised location. Documents cannot be lost or duplicated and are readily available when you need them.

Reduce Paper Use

Office Automation

Office automation reduces the manual effort needed to complete everyday tasks, using data capture software to help store and process business information. Reduce paper and improve processes.

Streamline Processes

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Contact us now for more information 0161 647 7040