Document Management
Finance
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.
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The Challenges of Managing Financial Documents in-house
Finance professionals encounter a daily challenge: safeguarding sensitive personal information embedded within their extensive documentation. To address this, they actively require a comprehensive document management system, ensuring both security and compliance. Moreover, as professionals share this critical information with colleagues and clients, the process involves making copies, thereby contributing to the already substantial paper load. Effectively managing financial services documents becomes pivotal in efficiently overcoming these challenges.
Financial Services Document Management Expertise
At Shoreline, we excel in the precise and secure management of financial documents. Our comprehensive solutions cover a range of financial documents, ensuring that your critical information is handled with the utmost care and efficiency.
We Specialize in Financial Documents Such As:
- Accounts Payable/Receivable
- Mortgage loan files
- Audit Documentation
- Corporate Filings
- Human Resources
- Legal Files
- Insurance Documents
- Client Files
- Invoices
- Loan Applications
- Investment Forms
- Financial Statements
- Contracts
- Credit Statements
- Underwriting
- Tax Records
- Archives
- And many more…
Key Benefits of Choosing Shoreline for Financial Services Document Management
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.
Our Document Scanning Process
Step 1: Transporation
Our team will pack and retrieve your records.
Step 2: Document Preparation
Prepare the documents for scanning. Remove clips, sticky notes, and other items and make documents ready for the scanner.
Step 3: Document Scanning
Scan documents using our high-speed document scanners.
Step 4: Quality Control
Quality control is performed to ensure readability and quality.
Step 5: Indexing
Index key data per request.
Step 6: Document Integration
We integrate and upload your documents to your document management software.
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.
Our Finance Services
Document Scanning
Our document scanning service provides your nonprofit with the files you need in a digitized format. You will no longer need to fax or make copies; instead, just simply search and share your document.
Document Storage
Are your file cabinets maxed out? Are boxes of important information scattered around your office? You may not need these documents daily or even monthly, so scanning may not be the best fit for you. Let us store your essential documents giving you peace of mind that they are safe and secure and out of your office.
Document Management Software
Through a web-based document repository, you can have access to all of your documents in a matter of seconds. Shoreline can load all of your scanned files into an online solution for easy access.
Ready To Transform Your Document Experience?
Whether you'd like to get more office space by outsourcing your documents or decide that you'd like to automate your current document workflow, Shoreline is here to help!
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