Document Management for Financial Organizations
Take Control of your Financial Documents
Financial professionals are involved in one of the most fast-paced, information-heavy, complicated industries. Whether you are a bank, mortgage company, an insurance company, or government agency, the amount of financial documents these professionals deal with is endless. They rely on a wide variety of documentation to provide the best service possible.
At Shoreline, we have serviced financial institutions for over 20 years. We have the experience to assess your specific situation and provide the best solutions for your company.
Improve the way your company does business by outsourcing your files
Save time searching for records
With digital records, eliminate the time spent searching for documents within your office. Instead, every record is uploaded to a Document Management System. Even if you do not know precisely what you are searching for, documents can be discovered with keyword searches or even key phrase searches.
Access and share information efficiently
Increase the productivity of your staff by utilizing our Document Scanning Solutions. Not only are your documents much more accessible, but they can be shared more efficiently. No longer must you waste time and paper making copies or scanning individual pages at a time; simply search for your document and share it as easily as sending an email.
Get the most out of your office space with Document Storage
Eliminate the need for bulky filing cabinets that take up valuable office space. Once your documents are scanned and uploaded, we store your physical files until they can be destroyed. This allows you to utilize your office space to its fullest potential.
We manage financial documents such as:
- Accounts Payable/Receivable
- Mortgage loan files
- Audit Documentation
- Corporate Filings
- Human Resources
- Legal Files
- Insurance Documents
- Client Files
- Loan Applications
- Investment Forms
- Financial Statements
- Credit Statements
- Tax Records
- And many more…
The Challenges of Managing Financial Documents in-house
Most of this documentation contains sensitive personal information that must be protected. This is a problem finance professionals face on a daily basis. With such a large amount of business documents, they must have a document management system to ensure security and compliance. They must also share this information with fellow employees and clients, which involves making copies, therefore, adding to the amount of paper they already have.
Consider the Shoreline Difference
With over 20 years of information management experience, our team of experts can address many issues your business may face, including developing a document management plan, designing appropriate file structures and taxonomies, and outlining a destruction plan.
Located in Long Island, New York, SRM offers a full suite of comprehensive offsite document management services and document scanning solutions. We help companies reduce costs and improve efficiency by serving as a trusted advisor and supporting your document management program.
Whether your business has 50 employees or 50,000, our team of professionals understands the challenges of tracking and managing a records retention schedule.
Shoreline provides the knowledge and experience to help your business run more efficiently.
What a pleasure to work with! We have been working with them for 12 years. Everything runs smooth and so easy to access the files they scan for us.
Ready to outsource your financial documents?
Find out more about how we can help your company become more efficient and take control of your financial files. Click below for a free quote.
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