New Account On-Boarding
Datamation provides document management solutions that streamline and
automate new account on-boarding. All documents pertaining to new customers and clients get scanned and classified
automatically. We then integrate with your back-end systems, enabling you to get your new accounts
up and running quickly.
Whether you have one location or hundreds of offices, we can deploy a capture solution that eliminates your reduces paper management costs and the risk of a bad audit, establishes a clear cost-basis for investment accounts, simplifies regulatory compliance, and improves customer service.
While we always determine the best fit for each client, many Datamation clients rely on PaperVision (software) and ImageSilo (cloud) from Digitech Systems for new account on-boarding. To learn more, call us at (630) 321-0601 or request a quote today.
