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Industry Solutions for Financial Services

As restructuring, downsizing and mergers and acquisitions impact the financial industry, financial service providers are under pressure to compete smarter and do more with fewer resources. At the same time, they need to ensure regulatory compliance, grow profitability, market new services and manage the complexities of consolidation.

Document Processing/Production Challenges

When it comes to document production, the financial industry is challenged to integrate disparate technology, automate manual processes and ad-hoc measures and respond to fast-changing regulatory and corporate governance demands.

As institutions manage the impact of consolidation and regulatory requirements, they have yet to capitalize on the business value of intelligent document management. With the right output management solution, financial services institutions can address regulatory compliance requirements and simultaneously manage security risks, reduce costs, minimize business risk, and improve efficiency and document communication quality.

Pitney Bowes Emtex Software best-in-class output management solutions can help you improve operational efficiency and profitability.

Solutions Capabilities

  • Migration of modern and legacy documents to the internet or archival systems to meet regulatory requirements
  • Automated close loop reprint, job and/or mail-piece tracking for an ADF
  • Data stream conversion for disparate legacy applications
  • Automated job scheduling to enable off-hours production
  • Repurposing of data such as postal sorting, accounting, and reporting
  • Add value to the document by incorporating key CRM initiatives
  • Networking of printers to simplify installation and ease IT/MIS workloads
  • Advanced print queue management to improve user/operator productivity
  • Customizable workflow to meet unique application requirements
  • Modular, scalable architecture to accommodate growth or downsizing

Benefits

  • Simplify document production in multi-vendor environments
  • Increase operational efficiency
  • Centralize management of multi-channel document distribution
  • Enhance document integrity, accounting and auditing
  • Reduce operational costs
  • Optimize print production and distribution of high-volume communications
  • Meet and monitor service level agreements
  • Enhance accountability by tracking the volume and value of work produced

Collateral Material
(PDFs will open in a new window)

Case Studies
• Allison Payment Systems

White Papers
• Centralized Output Management: The Key to Maximizing Control of Production Workflow
• An Intelligent Approach to TransPromo
• Getting Smart About Intelligent Mail®
• The Truth About Green: Survey results highlight how mailers can protect the environment and their industry
• Implementing the Intelligent Mail® Barcode: Make decisions that are right for your business today and tomorrow
• A Common Sense Approach to Building an ADF
• Communication Intelligence in the Mailstream
• Real-Time Re-engineering Yields Real Results

 

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