Financial service organizations are under more pressure to increase productivity and data security while complying with mandated regulations. By utilizing office technologies that help increase efficiency, improve access to customer information, control costs, and ensure compliance and security, Capital Business Systems has the solutions to help financial service organizations meet their challenges.

The Challenges

Regulation and security compliance
Lost, unsecured, or stolen financial documents can lead to legal issues, fines, and negatively impact on your reputation. Safeguarding clients’ information is not only the law, but it also makes good business sense.

Controlling costs
Customers and shareholders are demanding more transparency from their financial service organizations. Document management expenses, such as copy and print costs, continue to rise, yet they typically remain unmonitored and not fully addressed by most businesses.

Securing your network
Financial organizations manage and store sensitive client information, making them ideal targets for malicious software programs and hackers. When these businesses aren’t in complete control of how and where employees access their network, the possibility of a security breach remains.

Providing mobile access and printing
As financial services integrate multiple formats of mobile devices into their workflow, access to the proper technologies can facilitate the document management process.

Increasing documentation efficiency
Financial documentation requires more forms, reviews, and approvals than ever. Additionally, It’s often necessary to utilize or combine printed and electronic documents. Developing the most efficient plan for managing the process improve productivity and operational costs.

The Solutions

Capital Business System’s managed print, document, and network services help financial service providers become more efficient and operate more cost-effectively while maintaining the highest level of client care. Our scalable solutions can administer any or all aspects of a print or IT environment:

Managed Print Services Managed Network Services Managed Document Services Elevate for Finance