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Data Processing for Financial Institutions

Streamline client files, financial documents and banking information.

How does your organization manage its large quantity of paper and signature-based documents generated daily, such as client account applications, registered plan agreements, account opening documents, credit and loan applications? Octacom’s cost-effective document management solutions ensure secure and immediate access to all of your documents.

HollisWealth has used our solutions to manage millions of client statement data and financial reports for over 15 years. With 100% visibility into their financial and streamlined workflow processes, they can easily access secure documents efficiently.

What Are Your Biggest Challenges?



Processes are slow and inefficient to access client files and copies of statements when requested.



Streamline Costs:

Reduce back office operational support costs.




Report data is not easily accessible as client documents and branch information are stored in filing cabinets often off-site.


Immediate Benefits with Electronically Capturing and Managing Financial Services Documents:

  • Digitizing reduces operational costs by turning paper-based documents into secure electronic images accessible in a custom-built portal
  • Data validation to your ERP system
  • Confidential and secure access at the branch, department, representative and employee level
  • Quick search and retrieval requests for employee and client historical data are readily available
  • Regain office space by eliminating traditional filing systems in cabinets and records retention boxes

Worldsource Financial Logo

Are you looking for 100% visibility into your financial processes? Read the WorldSource Financial Management case study to understand the value of implementing a document management portal and workflow solution.

Competitive Advantage with Octacom’s Solutions for the Financial Services Industry

Our quality scanning and indexing services enable you to turn paper into usable electronic image files that are easily accessible. We manage high volumes and provide quick turnaround times even in peak seasons.

Octacom’s electronic data processing service eliminates the need to print information. Octacom can process your print data files directly from external service providers or your own servers. Our document management software notifies your users when new information is available and ready to view. No printing, no paper required! Great for your environment footprint.