Financial Services
Cleardata provides document management solutions and digital transformation services to the financial services sector. From AI-powered document processing with decision-making solutions and automated actions, to document digitisation and secure offsite storage, we can enhance your financial services records management.
Financial services are a vital part of Britain's economy, incorporating insurance, lenders, credit unions investment, banking and more.
Cleardata's financial document management services and solutions will allow you to transform your financial organisation therefore minimising paper records and saving valuable time.
Services include:-
Document scanning - digitise high volumes of paperwork
Archive storage - store records offsite, with fast scan on demand retrieval
Digital mailroom - an efficient outsourced mailroom scanning service, scan documents on arrival, with inteligent capture, validation, classification and workflow to ensure incoming documents get processed quickly and easily.
Automated document processing - our team can automate the processing of incoming documents and emails, using clever solutions.
Contact our team on 0800 046 8081 to find out how we can help.
Accredited and Trusted
Outsourced services & solutions for the financial services sector
Scanning, Storage, Mailroom, Automated Processing
Document digitisation
We turn your paper documents into a digital format. This makes them easy to search and retrieve. Our state-of-the-art technology allows us to digitise small and large format documents, indexing them by any key reference. We can digitise financial statements, client records, contracts and much more.
Offsite archive storage with scan on demand retrieval
Documents are securely stored offsite, with the ability to scan and retrieve them when needed. Online archive management system, providing a full audit trail and reporting for your records management.
Outsourced mailroom for incoming financial documents
Our outsourced digital mailroom service ensures incoming mail is processes quickly in line with regulatory requirements and SLA's. Mail is opened, sorted, digitised, classified and validated on arrival. Documents can be automatically routed to the right team or indidividual using our efficient cloud document management solution.
Outbound print & hybrid mail
Cleardata offers a hybrid mail solution, with outbound print capabilities. We can print and distribute your outbound mail for you, ensuring a fast and efficient service.
Automated email management
Our AI-driven technology automates the management, classification and distribution of incoming emails. Handle complaints, claims and other financial emails quickly and easily. Save time on bulk email processing, improve accuracy and customer response times.
Automated document processing
We utilise the latest intelligent capture software to extract data, minimise manual input and automate workflows, ensuring data accuracy and integrity. This can be applied to any number of financial services tasks, for example, automating claims, invoice processing, due diligence, fraud detection or mortgage processing.
Trusted by 10,000+ Companies
Types of Documentation
Benefits
Cleardata’s document management solutions for the financial sector offer the following benefits:
There are some challenges involved when it comes to managing records and documents in the financial services sector, including:
Industry Compliance
Operating in line with GDPR and stringent compliance regulations from regulatory bodies, such as the Financial Conduct Authority (FCA) and the Prudential Regulations Authority (PRA).
Operational efficiency
Handling vast amounts of incoming emails and paperwork related to financial client records, claims, transaction histories, compliance reports and financial statements can be both labour intensive and prone to errors.
Data security
Protection of sensitive financial paperwork and data is critical.
Document retrieval
Quick and precise retrieval of documents is essential for audits, regulatory reporting and client services.
Case Studies
By choosing Cleardata for document digitisation, management and AI-driven document processing, the financial services sector will be able to overcome records management challenges seamlessly. This ensures greater compliance and efficiency. Read our latest case studies to find out how we can help your financial organisation.
How can we help?
View our services below to find out how we can help.
Get in touch to get started!
Call our team 0800 046 8081, or contact us.
We'll be happy to help.