Financial Services

When it comes to paper, most financial services companies have their fair share of unique issues.

Compliance rules alone mean that extensive records have to be kept for significant periods and much of this doesn’t start life in a convenient electronic format. Needs analyses, application forms, valuations, certificates and incoming correspondence are often only available as a paper based document... It’s not long before even a small practice can be overwhelmed with paper.

Many financial services companies have now installed document management systems or specific modules within such products as 1st or Quay and now scan documentation as it arrives. This dramatically improves access time and reduces the amount of live storage space in the office.

But what about all the historic material that needs incorporating? Preview is a specialist in document scanning and converting paper into digital material. The Company’s product range incorporates several innovative financial solutions such as Flexiscan, Background Backfile and Scan on Demand that can help spread or reduce the cost.

Preview has helped many companies in the financial sector, including:

• The Alliance Trusts frees up its document vaults by adopting Preview's eView+ web archive and Scan on Demand services.
• Banque PSA Finance gains rapid on-line access to car finance applications for Peugeot Citroen cars.

Preview also works with IFA network groups to offer discounts to members or even to provide a scanning service for IFAs who leave them and need to return records or maintain duplicates themselves.

Call our financial services line on 020 8755 5711
or click here for a fast email response to your query.