Industry Solutions

Finance & Banking

Banking is essentially an information-based business, and despite advances in backend banking systems, much of the of communication both within banks and among banks, customers, and other third parties across a range of business processes remain paper-based. Commercial banks must find an efficient and economical way to adhere to federal regulatory compliances such as the FRCP Amendment, PATRIOT Act, the Check Truncation Act, and Check 21 – Docuvation can help make compliance easier.

Docuvation provides immediate access to customer information. This allows any bank employee the ability to provide quick and accurate information to its customers about loans, statements, or other products without the need to perform time-consuming information research. Information can then be easily provided to the customer via email or fax.

Several Types of Documents You Can Manage using Docuvation:

Banking

• Account Applications
• Account Statements
• Account Closing Forms
• Checking and Debit Applications
• Direct-Deposit Enrollment Forms
• Automatic Payment Change Request Forms
• Transaction Search Forms Investment
• Authorization Forms
• Disclosure Statements
• Stock Power of Attorney
• Dividend Tax Exemptions
• Indemnity Agreements
• Informal Trust Agreements
• Shareholders Agreements
• Investment Performance Summary Reports
• IRA related documents

Accounting & General Finance

• Audit worksheets
• Audited reports
• Cost estimates by product, department and cost element
• Cost reports that compare actual costs against original estimates