Technology for financial and insurance firms.
Secure, well-documented technology for firms that clients trust with their money and their data.
Trust is the product. Technology has to protect it.
Financial advisers, banks, credit unions and insurance agencies handle sensitive information every day and want to move quickly without paper getting in the way.
We handle the documents and communications side: document management for applications and records, approvals that move without paper, secure printing and fax, phones, and the security and backup that protect it. Regulatory requirements depend on your business and your own policies, and we work alongside your IT provider.
What matters most.
- Strong securityLayered protection for accounts, devices, email and data.
- Records you can findDocuments filed with a clear trail, so you can answer questions quickly.
- Approvals that moveApplications, forms and requests routed to the right people automatically.
- Documents under controlCapture, file and retrieve records with a full audit trail.
- Reliable and recoverableMonitoring, backup and recovery for systems clients depend on.
- Sensible protectionsSecurity and backup in place that insurers commonly ask about.
How we help.
- Document managementApplications, contracts and records captured, filed and approved.
- CybersecurityMulti-factor sign-in, endpoint and email protection and security training.
- Backup and recoveryProtected data and a tested plan to restore it.
- eFaxSecure cloud fax for the documents that still arrive by fax.
- Managed printCopiers and printers monitored, supplied and serviced under one agreement.
- VoIP phone systemsA cloud phone system for the office, branches and remote staff.
Common situations.
- Answering security questionnairesRespond to client and regulator questions with confidence.
- Moving applications off paperCapture, route and file them electronically.
- Meeting insurer requirementsPut in place and document the controls insurers ask for.
Questions from financial and insurance firms.
Do you handle our compliance?
We do not take on compliance programmes. We help with the documents, security, backup and communications side, and we work alongside your IT and compliance advisers.
Can approvals be automated?
Yes. Applications, forms and requests can be routed to the right people with reminders and a full record.
How do you protect against phishing?
By filtering email, protecting accounts with multi-factor sign-in and training your team to spot problems.
Do you support small agencies and branches?
Yes. We support firms from a few people to a few hundred, across one or several locations.
What about fax?
Many financial documents still arrive by fax. Cloud fax handles them securely without a machine.
Do you replace our IT provider?
No. We work alongside your IT provider on the documents, print, fax and phone side.