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Financial Services

Financial Service Solutions from REQUORDITFinancial services organizations face three main document centric challenges:

  1. Gathering all necessary client on-boarding documents, including account applications, tax records and legal documents
  2. Ongoing compliance, assuring that transactions meet SEC compliance regulations
  3. Ongoing administrative functions, including HR, contract management and accounting activities

Let REQUORDIT provide you with a technology solution that solves your ongoing document management challenges. For client on-boarding, we 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.

Learn more about our financial services document management and other solutions