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Digital specialist solutions in finance


Automation of business processes and specialist solutions for finance are the prerequisites for efficiency and success. The need for it is no longer an optional luxury, but a must in order to remain competitive in the long term.

Pro tip

Important documents in existing paper form, such as pleadings, account statements, contracts, external letters, bills, reports are replaced by electronic documents thanks to digitization and thus optimize all work processes to the maximum.

PaperOffice not only enables document management, but also enables it Immediate access to digital customer and credit files.

Digitization in finance and banking

With today's flood of digital and paper data, it must be ensured that important documents are not lost and are available at the right time, because financial institutions and banks benefit significantly from the use of suitable data management - they receive important documents with high classification levels and immediate Completion Requirements.

Financial institutions and banks benefit significantly from the use of suitable data management that meets all the requirements.

Important documents such as pleadings, contracts, accounts and external letters do not only come in by post. Many customer letters also arrive by email. In doing so, the full overview of responsibilities, deadlines, costs and tasks must be maintained and safety standards must be guaranteed.

Financial advisors talk
Simple overview and quick search thanks to digitization in the financial sector

All of these documents need to be digitized if they arrive in paper form, require structured filing, task and workflow assignment, and need to be immediately available on demand.

Because all processes in finance require a perfect flow of information and structured execution. The necessary advantages can only be achieved thanks to digitization.

Because a digital document archive enables immediate access to all necessary documents and participation in approval processes. It doesn't matter whether you are in the office, working from home or on a business trip.

It is very important that important deadlines are met and legal measures are taken to store documents.

PaperOffice DMS gives you a clear structure in your documents and helps you to cope with the flood of information.

PaperOffice eliminates all time-consuming bottlenecks and creates a clear overview of important documents such as contracts or letters by managing them digitally in PaperOffice in the future.

Convert documents into solutions

In the financial industry and banks, a lot of paper is used every day and a huge number of documents are produced. On the one hand, since the processes are quite complex, this leads to large mountains of paper, huge amounts of data, but also to a long search process. In addition, the documents must be saved, indexed, classified and, if necessary, be shared with colleagues.

The document management system PaperOffice brings organization and data protection under one hood. The innovative system provides streamlined search and retrieval tools that reduce response time and ensure documents are never lost, which financial institutions are always satisfied with.

That's PaperOffice DMS, a document management software that can do much more than just manage documents.

PaperOffice does not distinguish between the types of documents, regardless of whether you need help managing contracts, pleadings and e-mail correspondence: thanks to the PaperOffice document management system, your previous processes in your company digitized, making them more efficient, transparent and significantly more flexible.

Because no matter in what form the documents arrive at the company, whether as paper documents, PDF files, e-mails or photos, they are automatically archived and stored in a secure database.

Important contracts can thus be recognized and terminated in good time or renegotiated. Document release with digital signature and e-mail notification instead of slow paper mail, insecure e-mail contributes to customer loyalty.

Financial managers are talking in the background
Work more efficiently thanks to secure document management and workflow solutions

Access control and more transparency

Thanks to the integrated AI, automatic rules are triggered. This AI automatically sorts the documents into folders such as "Invoice" and "Bank statements", stores corresponding keywords and triggers the digital workflow stored for the respective document type.

For financial institutions and banks, this means maintaining a very extensive client or customer file, which must also have a few special features. For example, the principles of the GDPR must be observed and, of course, financial institutions are subject to an unconditional duty of confidentiality, which not only refers to oral statements, but also to the secure storage of documents protected against unauthorized persons. There is also an obligation to comply with legal and contractually agreed deadlines.

In some cases, non-compliance with these deadlines can have criminal consequences, but mostly only civil consequences. Protecting the trade secrets of their clients is also of primary importance for financial institutions.

PaperOffice meets the highest security standards such as authorization management or the granting of access authorizations. The user defines the individual work steps exactly as they would run, for example the "recording", "checking", "release" and "booking" of invoices.

Responsibility can not only be assigned to individual people, but also to user groups such as "Accounting" or "IT department", so that a colleague can step in immediately if an employee is absent.

The OCR technology not only recognizes the document content, but also all tax-relevant data fields such as document number, date, net, tax and gross amount. The imported data is available for controlling evaluations, payment transactions and financial accounting. This saves tiresome entry work and reduces posting errors.

With just one mouse click, the data including the archiving location can be exported to your customer or vice versa.

Negotiations for a contract
Digitization with PaperOffice brings immense advantages

The solution: proven know-how

Doesn't it make sense to use management software in practice right away? that not only meets all requirements, but is also easy to learn and inexpensive?

PaperOffice DMS is the tried and tested complete solution for digital work and, with over 20 years of market experience, one of the first DMS pioneers.

Content

Perfect financial workflows

Financial institutions as well as service providers and banks have to process documents for all business transactions. The constant further development of business models constantly creates new challenges. What they need is a good document management system.

PaperOffice DMS is the right software because it comes with everything that financial institutions and banks need, such as:

  • Storage of documents in all digital formats according to the principles of the GDPR/li>
  • Functions for submitting and resubmitting late documents that require action
  • A self-learning data storage function with tagging and internal search engine
  • Automatic assignment of newly added documents to the correct folder
  • Simple database creation and database connection including individually customizable mask
  • Automated template creation for repetitive processes and operations

Integrate digital workflows into business processes

Woman looks at the papers
Large amounts of business information can be digitally captured, securely stored and shared

The PaperOffice workflow function simplifies communication. The process-oriented document management ensures that these documents remain up to date with little effort. PaperOffice DMS enables you to easily take applicable retention and deletion periods into account. Digital workflows are integrated into the business processes, which ensures compliance with the essential process steps and thus compliance.

PaperOffice supports this with an extensive task and workflow module.

In this way, certain process chains can be created and existing operational processes can be defined on electronic documents and partially executed automatically.

This represents error-free process optimization, because the task can not only be assigned to employees with specific user rights and completion periods, require digital release, but also automatically trigger further actions, such as email notifications or document status changes. Which is an absolute MUST in the financial sector.

In this way, relevant metadata can also be stored after the archiving process of documents. In addition to the document type, the archiving period and associated customer information can be specified.

Financial service providers benefit from digital document management

Optimize your working time by up to 7.5% compared to paper-based work thanks to the use of PaperOffice DMS.

Save time finding, routing and sharing documents.

Of course, PaperOffice DMS allows the migration and integration of existing digital data from existing software solutions.

At the same time, PaperOffice DMS is the interface between analogue and digital. Using its scan function, the software can read analog documents, plans and photos into the system and digitize them using scanners, but also recordings from mobile phones, whereby texts are converted into writing using OCR and can be changed in Office programs.

Time stamps and versioning ensure that the digital document corresponds to the analogue original.

PaperOffice DMS is not only extensive in its functions, but also easy to learn, guided by video tutorials, but also by individual advice and training if desired. All this at a really good price-performance ratio.

FAQs

Finally, we answer a few more frequently asked questions on the subject "Digitization in finance and banking":

How can employees access PaperOffice?

Due to the decentralized and modern program architecture, PaperOffice can be used on almost any device - from classic PCs to smartphones / tablets to televisions.

What happens to the data if PaperOffice doesn't exist?

Won't happen, but to reassure you: You can export your data ANYTIME, because PaperOffice is based on an open database structure, you can access your data at any time.

Topic data protection: Where are all documents stored?

PaperOffice will store all documents in-house with high-level encryption, making it immune to data theft, for example, and exceeding all GDPR and GOBD requirements.
Avoid mistakes: NEVER save the data in a third-party cloud!

Can PaperOffice be adapted exactly to specifications?

Yes, PaperOffice can be 100% adapted to the intended use to ensure seamless integration into existing processes and systems. Even the program interface can be fully designed and freely adapted.

Conclusion

PaperOffice DMS supports financial service providers and banks and offers appropriate interfaces to other software, API connections and can be expanded at any time according to your wishes. The software is easy to learn and can be easily integrated into everyday practice without causing absences for training purposes.

PaperOffice DMS recommends using a NAS (network-supported data storage) with a backup function so that important data is neither lost nor spied on in third-party clouds.

Ultimately, PaperOffice DMS impresses with a very good price-performance ratio and immense know-how through over 20 years of practical experience.

Thats what our customers say

Case study

Automated processing of invoices

15 reasons why you should use document management with your scanner

Digital invoice processing
in combination with the document management system (DMS)
contributes significantly to the efficiency and success of your company and towards a paperless office. The need for digital invoice processing is now an important aspect for everyone.