Have customers been forced to stand in line while another customer’s paper documentation was hunted down, photocopied, then finally faxed from another branch to verify a transaction? RecordsPro has the right document imaging solution for your financial application. Having your paper processes automated in an “electronic filing cabinet” changes everything – turning transactions that took minutes into seconds. Never before has the maxim that “time is money” become more of a reality. Document imaging provides real dollars and cents benefits, such as shortening account receivable cycles, minimizing paper storage, lowering staff filing time, and getting everyone through the line at your local branch more quickly.
Improve Customer Service.
Quickly retrieve customer data.
- Expedite customer service.
- Increase customer loyalty.
- Increase employee satisfaction.
Ease long-term storage woes.
- Files are stored and converted at our facility or yours.
- Retrieval can be done via the Internet, fax or network.
Historical data retrieval
- Convert all back file documents.
- Answer questions quickly and lower your operating costs
Consider the following documents for conversion to electronic files:
- Certificates of marriage, birth, and death, etc.
- Investment Documents
- Legal Documents
- Loan Documents
- New Accounts
- Signature Cards
- Tax Documents