• Financial

    Finance

    Regulatory compliance combined with faster access to financial information.

Finance

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. We can help.

  • Secure documents by tracking access – who, what, and when – of any financial document
  • PCI Data Security, Sarbanes-Oxley, Graham-Leach-Bliley, along with a morass of other federal, state, and local statutes must all be complied with. Automation of your documentation frees your employee’s time so they can focus on revenue-generating activities
  • Faster – and better – customer service with immediate access to client and financial records by both branch representatives and home office staff
  • Automated workflows and document management saves time and increases productivity – less paperwork, more 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!”