• Financial Document Management Solutions


    Regulatory compliance combined with faster access to financial information.


Regulatory compliance combined with faster access to financial information.

All financial institutions struggle with these common challenges: how to streamline processing workflows, secure financial records, comply with regulatory demands, and maximize the use of IT resources by allowing them to focus on improving core business processes. As a heavily-regulated industry, you need secure and auditable, but fast, access to documentation and records. 

Datamax can orchestrate technology solutions that help your Financial Institution: 

  • Secure documents by tracking access – who, what, and when – of any financial document
  • address evolving regulatory and compliance demands; deploy a multilayered IT security strategy to safeguard client financial records
  • Comply with PCI Data Security, Sarbanes-Oxley, Graham-Leach-Bliley, along with a morass of other federal, state, and local statutes 
  • Enjoy faster – and better – customer service with immediate access to client and financial records by both branch representatives and home office staff
  • Automate workflows with document management; save time and increase productivity – less paperwork, more productive work.

Financial Institutions Go Vertical with Datamax with efficient workflow, faster communication, and an improved bottom line.

If you’re ready for secure documents and information you need at your fingertips – for both you and your customers; let’s talk.

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Cassandra, Industry: Finance

“I have been most pleased in my dealings with our Business Process Consultant, Jeff, and his staff.   Datamax of Texas has earned my trust and respect. Consistent and frequent communication as well as always being accessible has proven to me their commitment to excellent customer service. Both Jeff and his staff are always accommodating and attentive to our business needs. It is always a pleasure to do business with someone that listens to your needs and expectations.”
Roberta, Industry: Finance

“I am in awe of your outstanding customer service. Unfortunately, in busy times, you only hear from customers when they have a complaint, so I want to take this time to tell you what a superb job your technicians do! Yesterday, I placed a service request in the afternoon and before I left for the day, Michael had completed the service call. All of your technicians have offered this kind of service as well. Congratulations on a great team at Datamax!”