When every financial services provider is competing for customer business, it is imperative to run an efficient, customer-centric operation. With fast, secure, and flexible financial document management, you can drive new cost and time savings in your processes.
Finding a partner who is experienced in all facets of document imaging and management will be key to driving the success of your digitization efforts.
These are typical questions from Inception Technologies’ financial clients who have begun the journey of going digital. The good news is that we can help any financial firm regardless of where you are in the process.
Our team can help by providing solutions and services that enable:
Inception Technologies can help with a wide breadth of services and solutions. Tell us how much of the work you want our team to take on and we will handle the rest.
The most common starting point for customers is getting paper records digitized. Paper is costly whether you want to physically store the records, digitize the records, or search for records within the containers.
Our services and solutions help put your documents at your fingertips. Our team can come in and digitize your records for you or set you up to scan the documents yourself.
Business Process Outsourcing – We take the work out of your workflow!!!!
Do you want to focus on your core business but need help with your business processes? Let the team at Inception help revamp your process leveraging our investment in technology and trained staff to process your data and documents. You work with our team to define your process and the data you need. We build it, train our staff and deliver back to you the format you want or directly to your own system. We help many organizations with AP Invoice processing, HR records and custom business processes.
When you combine Inception Technologies’ document scanning services with our DocTanium Cloud or DocuWare offering, documents are now securely stored in a fully searchable database. Documents are literally at your fingertips. What may have taken hours or days to find is done in seconds. Users, Groups and Roles mean you can secure documents so only the appropriate users have access to the documents.
Our solutions and services can help you automate your business processes. With a workflow solution from Inception Technologies, eliminate duplicate data entry, route data and documents, and integrate with hundreds of external systems. With e-forms, we can help gather key information from your staff and the public while automatically filing the documents for you.
Our team of presales and post-sales support is here to help you move your business into the digital age. Keep business moving even during events like a pandemic or natural disaster and take comfort in knowing your documents are secure and accessible even with a remote workforce.