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Leverage flexible and scalable process automation and expand digital transformation across all departments. Automate mission-critical administrative operations, such as customer onboarding and account payable, to maximize technology investment. Drive company-wide operational excellence and obtain actionable insights with performance reporting and analytics.
Lower costs, compliance support and enhanced productivity.
Streamline document content capture, upload, review and approval processes; allow the instant transfer, view and verification of documents from clients and consultants.
Reduce errors and processing time using software that connects seamlessly with third party CRMs, electronic applications, and digital signature solutions.
Use built-in digital signatures to electronically sign documents on portable WIFI enable smart devices.
Upload and compile information with mobile devices on the go, submit documents online, and organize new policy documents with ease.
Simplify audits and control compliance costs with reliable activity/action record trails and analytic tools.
Automate ongoing compliance checks and the creation of security logs.
Provide auditors with instant access to digital records.
Constantly monitor document access and retrieval to maintain the highest standards of security.
Cut filing and mailroom costs with a central, digital repository for all client documents.
Capture, secure and retain all communication, including e-mails, document and social media posts, in one location.
Reduce paper record storage and distribution costs.
Automate document retention to eliminate lost documents & associated fines.
Decrease time spent managing physical forms, time wasted tracking down and transferring physical records.
Reduce data entry errors by automatically populating client information from incoming paperwork.
Discover how our solutions addresses process gaps that require automation.
Eliminate loan processing bottlenecks by creating paperless workflows for new account opening, correspondence review and more.
Accelerate Claims Processing using intuitive and intelligent workflow solutions.
Open New Accounts Under 30 minutes, centralize customer records and make information available to all authorized branch employees on demand.
In the close-to-two years they have worked with us, they have exhibited professionalism and good business ethics, while delivering quality work in adherence to timelines.
Secured Records was very professional and treated all our requests on time, including those beyond our project scope.
