The Problem:
 Investors apply for new accounts by filing signed papers. For
brokerages, processing the account documents is costly and
time consuming – opening a new account could take a
week, leaving customers potentially looking at competitors
for more timely service.
Solution:
Digital Storage Solutions combines the best of breed capture technology
with leading edge document management and workflow solutions.
Our solutions provide Brokers with unparalleled automation,
visibility and control of the their workflow processes, giving
them the ability to realize significant benefits: reduced application
processing cycles, streamlined efficiencies including measurable
savings in administrative costs and more efficient information retrieval, leading
to enhanced accountability which optimizes corporate performance.
- Improved processing time which helps gain
competitive advantage by providing faster customer
service
- Ability to automate the separation and classification
of documents, while extracting vital information
necessary to enhance the Brokerage Workflow Process
- Reduces operating and administrative costs
while simultaneously increasing throughput
- Eliminates lost documents
- Reduces document sorting and paper handling
- Processes documents more accurately with increased
automation
- Minimizes on-site storage requirements
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