Financial services institutions depend on keeping accurate records to provide exceptional customer service for clients. While records management is necessary, it can be an expensive undertaking. Beyond rows of file cabinets, off-site storage and other expenses, files require a diligence all their own to keep them updated.
Not keeping records up to date can result in embarrassment, lost billable time and lack of compliance. With the rigors involved in recordkeeping and reporting, fast flawless document management is more important than ever.
Financial Services Management systems might automate your billing or scheduling but does your company's systems work with documents? Most do not. While Dymo File may not be the solution for everyone, an examination of some common uses may be the way for you to cash in.
Improve efficiency by setting up folders for monthly or quarterly processes, clients, CPAs, audits and other projects. All files can be searched using standard operating system search features allowing for fast retrieval of critical information.
Commonly used forms like contracts, letters, and tax forms can be centrally located for access by your entire organization. This does not require costly multi-user software licensing or subscriptions.
Simplify document assembly - files can be shared or transferred among peers, field offices and can effectively eliminate courier costs.
Dymo File is fully compatible with LAN (local Area Network), WAN (Wide Area Network) and SharePoint services while still maintaining user access privileges and restrictions.
Once scanned, files do not need to be opened, reviewed and then stored (filed) again. They're automatically placed in the proper locations with the document name you specified. See our review of Dymo File to better understand the naming conventions and storage process.
Dymo File helps maintain Sarbanes-Oxley and Patriot Act compliance.
A complete Dymo File Solution, including a dedicated document management scanner like those of Fujitsu (ScanSnap S300, ScanSnap S1500) or Kodak (ScanMate i1120, ScanMate i1210, ScanMate i30), is generally less than a $1,000 investment and provides great ROI (return on investment), often within months.