Clients by Industries from Matrix Imaging

Contact Us

Enterprise Content Management (ECM)

Financial Services

Financial Services Clients from Matrix ImagingFinancial services organizations face a number of document centric challenges. The first involves gathering all necessary client on-boarding documents, including account applications, tax records and legal documents--in a timely manner. The second invoices ongoing compliance, assuring that transactions meet SEC compliance regulations. The third relates to ongoing administrative functions, including HR, contract management and accounting activities.

For client on-boarding, Matrix Imaging make it easy for you to store documents regardless of how they send them to you, whether email, fax or paper. They are easily and systematically stored, enabling your customer service agents to focus on other activities. We also support a number of compliance actions, providing a full historical tracking of any activity. Finally, with our extensive experience across many different administrative functions, we help you automate a number of your business processes resulting in lower operational costs.

Contact us for a complimentary consultation or to learn more