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GRM Document Management - 866.947.6932
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Information Management
Solutions for Financial

Financial service organizations process an enormous number of transactions every day and these transactions subsequently result in a similarly enormous cache of digital and paper records. The smooth progression of certain financial procedures depends on the quick accessibility of new information, which is difficult when information is being produced in a variety of formats and being stored in different places. With a never-ending flow of processing requests, the inability to quickly access critical information and the existence of inefficient manual processes, a financial institution is unable to operate at optimal levels.
Our information management solutions focus on providing your organization with secure, immediate access to crucial physical and digital information while automating and streamlining drawn-out transactional workflows. In doing so, data entry errors are virtually eliminated, financial processing is accelerated, processing inefficiencies can be quickly identified and you can ensure regulatory records compliance is being followed.

Automation
Equals Profitability

Processes and procedures designed to keep your office functioning at an optimal level may not be executed efficiently or followed, at all. With our intelligent form technology, we can significantly speed up document-intensive processing and improve the accuracy of the information being processed.


Through the implementation of iForms, vital financial information can be identified, captured and leveraged to automatically populate other similar documents without manual involvement; thereby speeding up workflows, preventing clerical errors from taking place and preventing processes from turning inefficient.


In the same vein, our decision-based routing solution can dramatically accelerate approval workflows by providing a structure where pending documents are sent automatically to every reviewer in an approval chain until a document is fully approved. If a document is not approved, it’s immediately routed back to a previous reviewer for further evaluation. With these automation solutions in place, you’ll save on operational costs and experience greater productivity.

Better Business
Communication & Intelligence

Digital information becomes too difficult to access, view and share when it’s scattered throughout an organization on disparate, non-communicative information systems. There are processes that can stall when certain figures have to be confirmed before the next logical progression of a workflow can take place. Administrators need to be able to quickly examine and pinpoint processing issues at their earliest stage before they become more difficult to correct.


As a part of our robust platform of enterprise content management solutions, we offer a secure, cloud-based repository that allows administrators and employees to easily access business data without having to gather information from different systems. Our digital repository is able to work with all existing information management systems and bring together data so that it can be viewed from a single, intuitive interface.

Lifecycle
Record Management

Within financial organizations, physical documentation is consistently produced in mass quantities and many of these documents require proper storage for future reference. With our financial records management services, bring a whole new level of organization and accessibility to your physical documents—allowing you to regain valuable office space and reduce the time it takes for your employees to retrieve important records.


Our modern facilities and internal PrecisionPlus tracking system make sure all physical inventory is safe and properly stored. We’re able to either retrieve your physical files and deliver them to you, or scan requested files in a legally compliant manner and send them to you via eAccess, our online customer portal. Aside from fulfilling Scan-On-Request orders, our scanning services are scalable from small imaging projects to larger, digital conversion needs. We can develop retention programs that abide by financial regulations for destruction and purge your physical records once they've reached the end of their lifecycle. From beginning to end, we provide comprehensive record management.

What Are Your Needs?

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